Analyst - Trust
PuneFull-time5–7 yrsPosted 2 weeks ago
Senior analyst role at TIAA in Pune. Needs 5–7 years and a B.Com or BBA.
About the role
The Trust Analyst manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations. This role ensures operational excellence in trust administration while maintaining accuracy, regulatory compliance, and strong client service.
What you'll do
- Introduces products and services to high net worth clients
- Builds relationships with internal and external customers through the utilization of appropriate tools or technologies
- Reviews day-to-day execution of private banking deals to ensure quality and efficiency
- Monitors private banking business performance and market conditions when implementing new private banking services
- Execute complex trust transactions including distributions, asset transfers, and trust terminations
What you need
- Excel
- Client relationship
- Portfolio management
- Technical writing
- Root cause analysis
- SOP writing
Good to have
- Six Sigma
- Wealth management
- Reconciliation