Corporate Trust Financial Analyst 3

Role Overview

The Corporate Trust Financial Management Analyst 3 manages a portfolio of corporate and municipal bond clients and supports their financial activity from beginning to end. This role is responsible for monitoring accounts, reviewing governing documents, processing payments, and helping ensure client transactions are completed accurately and on time.

What You Will Do

Manage the day-to-day financial activity for an assigned portfolio of Corporate Trust clients, complete standard daily reports, and process invoice payments, recurring payments, requisitions, taxes, insurance, and other deal-related disbursements.

Why It Might Be a Fit

This role requires strong organizational and time-management skills, ability to manage multiple assignments in a high-volume, deadline-driven environment, and ability to read, understand, and apply information from detailed financial or governing documents.

Requirements

• Associate’s degree or technical education, or equivalent work experience
• Two to three years of related experience
• Strong organizational and time-management skills
• Ability to manage multiple assignments in a high-volume, deadline-driven environment
• Strong attention to detail and accuracy
• Ability to read, understand, and apply information from detailed financial or governing documents
• Basic Microsoft Excel skills
• Ability to work independently while also collaborating with team members
• Professional communication and customer-service skills
• Willingness to learn complex transactions and processes

Benefits

• 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

Tagged as: Excel