Primary Location:
Comerica Great Lakes Campus
Locations:
Farmington Hills, MI US
Additional Locations:
Comerica Great Lakes Campus
Job Type:
Full-time
WorkBest Job Category:
Category C – Days in the office will either be designated days or will vary week to week from 2-5 days
Job Category:
Wealth Management
Required Experience:
3-7 years
Overtime Status:
Exempt
Job ID:
246212
Trust Analyst Senior
Senior Trust Analyst
The Senior Trust Analyst is responsible for performing analytical functions designed to meet the needs of the Trust Operations unit. This includes production support, exception processing, reconcilement duties, process enhancements and overall customer service.
Position Competencies
Successful incumbents possess integrity and trust, listening skills, problem solving skills, are focused on the customer and have a drive for results.
Successful incumbents possess integrity and trust, listening skills, problem solving skills, are focused on the customer and have a drive for results.
Position Responsibilities:
- Compile, review and analyze the department’s various regulatory reports and submit with the appropriate authorities by established deadlines.
- Complete and review unit’s cash and security reconcilements, analyze and resolve all variances, as required.
- Review and analyze the unit’s various exception reports such as failed trades, cash overdrafts, cost and market value out of balances and take the necessary action to resolve.
- May act as an escalation point for the unit’s customer complaints. Bring all complaints/issues to formal resolution within department standards.
- Produce and analyze ad-hoc customer report requests, as needed.
- May train others on a function(s) within the unit.
- Create, maintain and update unit’s desktop procedures and checklists.
- Assist in small to medium projects, as needed.
Position Qualifications
- Bachelor’s degree from an accredited university AND 2 years of financial analysis experience
OR High School Diploma (or the Equivalent) AND 5 years of financial analysis experience - 3 years of experience Microsoft Word and Excel
- 1 year of experience with Microsoft Access
Comerica Great Lakes Campus8:00am – 5:00pm Monday – Friday
