Corporate Agency & Trust transactions

19 May 2024

Vacancy expired!

Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Job Description:The position is an intermediate to advanced Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. The position will assist in implementing, maintaining new, and existing transactions.

Responsibilities:o Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).o Assist Transaction Managers with managing client day-to-day activities related to their transactions.o Assist with supporting the distribution of relevant noticeso Assist Transaction Managers in completion of internal projects related to their transactions and to Banking.o Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.o Adhere to Major Global Bank Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.o Coordinate with Operations and clients for transaction set-up, activity and reporting.o Coordinate with Operations for inquiries from clients.o In all matters, demonstrate particular consideration for the banks reputation and safeguarding Major Global bankgroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:o 2-5 years of relevant experience (e.g. operations, transaction management, product management)o Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clientso Ability to adjust priorities quickly as circumstances dictateo Ability to manage tight deadlines or unexpected changes in expectations or requirementso Intermediate level of expertise with Microsoft Excel and general computer knowledgeo Demonstrate organizational , problem-solving and decision-making skillso Consistently demonstrates clear and concise written and verbal communication skills

Education:o Bachelor's degree or equivalent experience

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  • ID: #49961993
  • State: New York New york city 10045 New york city USA
  • City: New york city
  • Salary: Depends on Experience
  • Job type: Contract
  • Showed: 2023-05-19
  • Deadline: 2023-07-17
  • Category: Et cetera