Job Description

Principal AccountabilitiesPrepare monthly Trust reports and manage payment instructions for trust and other payments.Support creation of presentations and materials for management, investors, and rating agencies.Contribute to process improvements and development of new operational procedures.Perform ad-hoc portfolio analysis, treasury tasks, and other duties as required by management.QualificationsStrong focus on accuracy, analytical thinking, and time management.Excellent communication, accountability, and customer service skills.Proactive mindset with interest in automation, learning, and problem-solving.5+ years experience in finance/trust roles, Excel proficiency, and mentoring background.

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period

You May Also Be Interested In