Overview
On Site
Full Time
Skills
Communication
Finance
Documentation
Facilitation
Accounting
Unity
SAS Cloud Analytic Services
Customer Service
Job Details
Trust Fiduciary Analyst Sr
This role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust, Institutional Trust, and Comerica Advisor Solutions teams. Communication with external clients or external financial advisors may be required. Responsibilities include timely interactions with administration teams to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for setup and/or closure, preparing account documentation for signature, and facilitating information movement and asset movement to and from Comerica or our Advisor Solutions partners.
Position Responsibilities:
This role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust, Institutional Trust, and Comerica Advisor Solutions teams. Communication with external clients or external financial advisors may be required. Responsibilities include timely interactions with administration teams to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for setup and/or closure, preparing account documentation for signature, and facilitating information movement and asset movement to and from Comerica or our Advisor Solutions partners.
Position Responsibilities:
- Account Setup, Maintenance, Closure
- Set up/Remove account statements
- Code trust accounting fields in Unity
- Set up or turn off data feeds between CAS partners
- Add or remove account affiliations
- Set up or remove account fees
- Participate on team projects for timely and accurate completion.
- Customer Service / Quality / Retention
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