Analyst - Trust

Overview

The Trust Analyst manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations, ensuring operational excellence in trust administration while maintaining accuracy, regulatory compliance, and strong client service.

What you'll do

• Execute complex trust transactions including distributions, asset transfers, and trust terminations.
• Process estate settlements, trust modifications, and beneficiary changes.
• Manage trust accounting, income allocation, and trustee reporting.
• Perform quality checks on trust transactions to identify errors or discrepancies.
• Conduct root cause analysis and implement corrective actions to reduce error rates.
• Analyze workflows and identify opportunities for automation and efficiency gains.
• Develop and maintain standard operating procedures.
• Support onboarding by training new team members on trust systems, workflows, and regulations.
• Resolve private banking deals related to products and services for internal and external clients; ensure compliance with current banking laws and regulations.
• Introduce products and services to high net worth clients.
• Build relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Review day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitor private banking business performance and market conditions when implementing new private banking services.

What you'll need

• Bachelor's degree in finance, accounting, business, or related field.
• 5-7 years of trust administration or fiduciary services experience.
• Knowledge of trust taxation and accounting principles.
• Proficiency in trust administration systems and advanced Excel.
• Excellent analytical skills and attention to detail.

Nice to have

• Experience with trust administration platforms (SEI, Fiserv).
• Process improvement experience (Lean, Six Sigma).

Details

• Location: Pune, India.
• Physical requirements: sedentary work.
• Career level: 5IC.