Trust & Estate Product Delivery Associate

Job Description

Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.

. By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives.

• Gather data, analyze and determine most efficient/ effective strategy for data conversion.
• Make Data entry of client demographics/ coordinating data automated uploads, resolving exceptions
• Perform Data quality review of large amounts of converted data
• Create report and ongoing report out metrics on data conversion completion
• Create report and ongoing report on data quality . Analytics on root cause of outliers .
• Assist with execution under a mid-size conversion program
• Partner closely with the manager to manage business/client project deliverable expectations.
• Participate in and lead progress status meetings at the operational and project level.
• Support the front office by testing new system functionality and confirming working as anticipated.
• Provide continuous feedback on project status, offering constructive options to ensure project tracks to original expectations.
• Function as an escalation point to keep all parties aware of overall project impact.

• 5+ years of work experience and demonstrated quantitative & qualitative analytical skills, Bachelor's degree or equivalent
• Ability to synthesize information to reach logical conclusions
• Demonstrated proficiency with MS Excel, PowerPoint, and Access
• High degree of initiative, self-direction, and ability to work independently as well within a team
• Strong problem solving abilities
• Highly motivated, results-oriented, client -focused
• Ability to be flexible, follow tight deadlines, organize and prioritize work
• Outstanding verbal & written communication skills
• Strong team building, presentations skills and excellent leadership, interpersonal, & relationship management skills
• Foundation in project management and data analytics

• Experience in wealth management, private banking, investments, and/or trusts and estates
• Experience in supporting large scale transformation, operational risk management, and/or efficiency programs