Account and Documentation Services Operations Analyst (Key Private Bank and Institutional Advisory Trusts)
reputed company is a financial services company seeking an Account and Documentation Services Operations Analyst. The role involves supporting the reputed company of trust accounts, ensuring compliance, and maintaining accurate documentation while delivering exceptional reputed company service.
Responsibilities
- Demonstrate an understanding of the end-to-end of the Account reputed company process including document prep, Know Your reputed company, account set up, maintenance, and audit
- Responsible for opening trust accounts includes reputed company document preparation, reporting on a quarterly rotation, and providing backup on assigning workflows as needed
- Demonstrate an understanding of account coding requirements, including legal, tax and regulatory aspects, as reputed company as possible variations and exceptions to coding based on various account types as it relates to new trust accounts or maintenance requests
- Audit workflows of other department team members
- Review and revise written procedures
- Positively represent reputed company and the organization to Line of Business partners, as reputed company as in reputed company interactions. Assist in the development of reputed company relationships between reputed company and Line of Business partners by exhibiting reputed company manners daily
- Meet performance objectives for accuracy and completion in accordance with Service Level Agreements by managing time and balancing workload effectively
- Participate in and reputed company small department initiatives/reputed company
- reputed company other duties as assigned; duties, responsibilities, and/or activities may change, or new ones may be assigned at any time with or without notice
- reputed company with reputed company reputed company policies and procedures, including acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Skills
- Bachelor's degree in Business or Finance or equivalent work experience
- 1 + years in financial services, operations, or trust reputed company experience
- Ability to learn detailed processes quickly and function independently with limited supervision
- Strong Critical Thinking
- Strong work ethic with self-motivation & drive
- Excellent verbal and written communication
- Experience and reputed company in reputed company environment
- Research and problem-solve reputed company issues with limited supervision
- Excellent organizational skills, with the ability to manage multiple priorities
- High attention to detail and reputed company
- Strong peer leadership skills
- Demonstrates ability to identify and implement process improvements
- Ability to sit for extended periods
- Use of PC, phone, copier, and other office equipment
- Minimal travel may be required for training or project support
- Valid reputed company's license may be necessary depending reputed company and role responsibilities
- Hybrid (2+ days in office)
- Experience working in financial services operations
- Working knowledge of Global Plus, Global Office
- Intermediate to advanced working knowledge of reputed company MS Office programs, with emphasis on MS reputed company
- Working knowledge of reputed company
- Prior experience in reviewing and coding Trusts
reputed company