Comerica Bank
Trust Fiduciary Analyst Sr
This role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust, Institutional Trust, and Comerica Advisor Solutions teams. Communication with external clients or external financial advisors may be required. Responsibilities include timely interactions with administration teams to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for setup and/or closure, preparing account documentation for signature, and facilitating information movement and asset movement to and from Comerica or our Advisor Solutions partners.
Position Responsibilities
Account Setup, Maintenance, Closure
Set up/Remove account statements
Code trust accounting fields in Unity
Set up or turn off data feeds between CAS partners
Add or remove account affiliations
Set up or remove account fees
Participate on team projects for timely and accurate completion.
Customer Service / Quality / Retention
Position Qualifications
High School/GED
2 years of experience in Trust & Estate
2 years of client service expectations in a financial services field
Preferred Qualifications
Education: Bachelor\u2019s degree from an accredited university
Licenses/Certifications: JD, CTFA, CFP, AWMA, CHFC
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI\u2019s Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica\u2019s colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
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This role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust, Institutional Trust, and Comerica Advisor Solutions teams. Communication with external clients or external financial advisors may be required. Responsibilities include timely interactions with administration teams to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for setup and/or closure, preparing account documentation for signature, and facilitating information movement and asset movement to and from Comerica or our Advisor Solutions partners.
Position Responsibilities
Account Setup, Maintenance, Closure
Set up/Remove account statements
Code trust accounting fields in Unity
Set up or turn off data feeds between CAS partners
Add or remove account affiliations
Set up or remove account fees
Participate on team projects for timely and accurate completion.
Customer Service / Quality / Retention
Position Qualifications
High School/GED
2 years of experience in Trust & Estate
2 years of client service expectations in a financial services field
Preferred Qualifications
Education: Bachelor\u2019s degree from an accredited university
Licenses/Certifications: JD, CTFA, CFP, AWMA, CHFC
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI\u2019s Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica\u2019s colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
#J-18808-Ljbffr