You are a strategic thinker passionate about driving solutions in Trust Services. You have found the right team.

 

As a Trusts & Estates Professional - Associate within our Trusts & Estates team, you will be a strategic thinker passionate about promoting solutions in Trust Services. You will be assisting the Trusts & Estates team in the US with various tasks in the account management process. This role provides an opportunity to understand various aspects of the Trusts & Estates business and deliver exceptional results.

Job Responsibilities: 

Execute instructions for opening and maintaining bank and investment accounts. Prepare subscription and redemption requests for private equity and similar arrangements. Update and maintain databases related to financial transactions, tax, valuations, and trust party data. Prepare and dispatch introductory packages to relevant trust parties. Draft letters and instructions for credit requests, terminations, and routine transactions. Lead stakeholder reporting and provide status updates for support activities. Manage people by coaching and mentoring junior professionals.

Required qualifications, capabilities and skills

Minimum of 8+ years of experience in the Financial Services Industry. Possess international trust administration experience Understand related legal, tax, and financial concepts Demonstrate strong interpersonal, communication, organizational, and analytical skills. Take initiative in problem-solving and risk management, exhibiting critical analysis and judgment. Manage relationships exceptionally, liaising effectively with internal and external partners. Exhibit strong leadership skills with 3-4 years of experience managing teams. Develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice.