Corporate Trust Analyst

As a Corporate Trust Analyst, you will join the Trust and Securities Services Escrow Operations team that provides escrow solutions on insurance trust, margin loans, merger & acquisition, commercial real estate and subscription facilities products.

You will administer daily cash and securities transactions on our client accounts. With guidance from your Account Manager(s), you will independently and proactively resolve client issues to stakeholders’ satisfaction.

You will also share constructive feedback and best practices to strengthen team performance and support the Bank’s evolving business needs. In addition, you will work with Account Managers, Administrators, and other product partners including Product Management, Sales, Transaction Management Group, Business, Operations, and Technology to support the product as required under internal policies and applicable legal and regulatory frameworks.

Responsibilities

• Responsible for preparing deal setup, covenant monitoring, cash movements and investment processing pursuant to legal contracts
• Review daily cash balances and reconcile any overdrafts or high balances
• Monitor receipt and disbursement of funds
• Invest assets in accordance with investment directive
• Set up account invoices, monitor billing, and follow up with clients on invoices outstanding for more than 90 days
• Assist Account Manager with monthly report preparation, open tickler items and other special projects

Requirements

• Knowledge of escrow account administration for insurance trusts, margin loans, mergers and acquisitions, commercial real estate, and subscription facilities
• Experience involving reconciliation of cash activity, trade settlement, wire payment, and stakeholder management
• Ensure client inquiries and escalations are addressed accurately and promptly by working with Account Manager and business partners
• Collaborate with team members and product partners in business wide projects and technology initiatives
• Bachelor’s degree in finance, accounting, business, or economics preferred
• Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

Nice to Have

• Excellent interpersonal and communication skills
• Diligent, organized, strong attention to detail and responsible
• Strong knowledge of Microsoft Office, proficient in MS Excel and MS PowerPoint

What We Offer

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift and volunteer programs