Specialist II, Corporate Trust Transaction Management
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Facilitate client onboarding activities, ensure transactions are established correctly, and mitigate risk through thorough document review. Monitor compliance with applicable regulations and internal policies, accurately enter deal information in internal systems, and identify opportunities to improve process documentation accuracy. Coordinate moderately complex information and tasks with team members or external parties while reviewing transaction terms, escalating potential issues to senior team members as appropriate. Identify and apply AI-enabled tools to improve efficiency and accuracy while maintaining compliance.
Required Qualifications
- Bachelor's degree or above, preferably in finance or a related area, or the equivalent combination of education and experience
- Experience in deal onboarding or corporate trust operations
- Knowledge of regulatory frameworks affecting investment banking and trust operations
- Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner
- Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records
Desired Qualifications
- 1-3 years of total work experience preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.