Trust and Estates - Analyst

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You are a talented Analyst joining the Trusts & Estates team in Mumbai, contributing to delivering exceptional services to clients. Your role involves assisting in fiduciary administration tasks, supporting the US team, and ensuring efficient operations and client satisfaction. - Execute instructions for opening and maintaining bank accounts. - Prepare subscription and redemption requests for investments. - Update and maintain financial transaction databases. - Dispatch introductory packages to trust parties. - Draft letters for credit requests and terminations. - Report stakeholder status updates for activities. - Coordinate with US team for fiduciary tasks. - Analyze data for financial reporting. - Ensure compliance with legal standards. - Facilitate communication with trust parties. - Support team in achieving operational goals. Qualifications Required: - Demonstrate at least 2 years of experience in Financial Services. - Exhibit strong interpersonal skills. - Communicate effectively in written and oral forms. - Organize tasks efficiently and manage time. - Analyze financial data accurately. - Understand legal and tax concepts. - Collaborate with international teams. The company prefers candidates with: - Experience in international trust administration. - Knowledge of fiduciary processes. - Ability to work in a fast-paced environment. - Familiarity with financial software tools. - Expertise in financial reporting. - Capacity to handle multiple tasks. - Skill in strategic planning and execution.,

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Financial Services

New York

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