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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
data analysisdata extractiondata entryreading comprehensioncustomer serviceknowledge of corporate trust productsknowledge of tax control issuesknowledge of credit enhancementsunderstanding of legal agreementsproficient computer navigation
Soft Skills
interpersonal skillscommunication skillsorganizational skillsproblem-solving skills
Tools & Technologies
Microsoft OfficeSEIBondmasterTickler Monitoring System
Certifications & Qualifications
Associate's degree
Industry Keywords
corporate trustbond closingsrisk mitigationpost-closing account maintenance
About the role
Key responsibilities & impact- Analyzes, extracts and interprets data and information from corporate trust source documents in order to establish accurate account set-ups on all appropriate bank systems.
- Identifies, formulates and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division.
- Interacts with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
- Interacts with appropriate units related to critical reporting.
- Provides responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.
Requirements
What you’ll need- Associate's degree, or equivalent work experience
- Six or more years of relevant experience
- Ability to determine information needs and extract required information from multiple source documents
- Strong data entry skills, reading and comprehension skills
- Proven customer service skills
- Thorough knowledge of various corporate trust products
- Thorough knowledge of tax control issues and credit enhancements
- Good understanding of the typical legal agreements and duties related to corporate trust products
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Experience in SEI, Bondmaster, and/or Tickler Monitoring System systems preferred
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law