Trust Analyst

The primary purpose of this position is to assist in the daily activities of PWM Administration, Investment and Operations personnel by providing reporting, analytical and research support.

PRINCIPLE DUTIES AND REPONSIBILITES

• Prepare schedules and reports regarding assets held by PWM
• Prepare financial and management reports for review
• Populate spreadsheets and verify accuracy
• Reconcile account holdings and balances
• Data entry, as needed
• Assist in review of operations functions to enhance department efficiencies and controls

JOB SPECIFICATIONS

• Bachelor's degree in accounting, finance or business-related field. Commensurate experience will be considered in lieu of specific degree requirement.
• Minimum of three years of experience in a related field
• Previous experience in trust operations is preferred, but not required
• Strong PC skills including Excel and Microsoft Access.
• Knowledge of investments and related terminology is strongly preferred
• Strong interpersonal communication skills

DISCLAIMER STATEMENT

The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned.