We are seeking a professional who can support our Personal Trust Services team and will be primarily responsible for assisting the Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, sub-committee and other reporting activities, payment processing, account set-up, account termination, generating trust letters, updating client system of record, research/ follow-up and other duties assigned. This person should have excellent communication skills and a great sense of ownership and client focused attitude to ensure timely completion of work with excellent quality.
Key Responsibilities - Support Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, reporting, forms, letters, record-keeping, research/follow-up, etc.
- Understand the business in detail and keep upgrading the skill sets as per business need
- Gain in-depth working knowledge of business tools/systems
- Coordinate with colleagues/ leaders/ business partners to ensure timely completion of work
- Meeting productivity, quality and SLA targets on an ongoing basis
- Ensure process adherence and other requirements on an ongoing basis
- Value addition and identifying efficiency opportunities
- Support other business areas depending on need/ available capacity, etc. Required Qualifications
- Bachelors degree with strong academic background
- 1-2 years of related experience (US Banking/ Trust Operations)
- Proficient in MS Office
- Strong understanding of banking business structure, work flows, etc.
- Excellent verbal & written communication skills Preferred Qualifications
- High level of attention to detail and ability to identify gaps/ efficiency opportunities
- Ability to work independently & manage multiple tasks
- Thinking ability to add more value to the existing processes
- Attitude to go above and beyond to help the business partners and meet/exceed expectations
Keyskills: President operational support Payment processing Operations Professional Financial planning Reconciliation Asset management Research MS Office Investment
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisorsdelivers personalized financial advice to help clients reach their goals..