Trust Operations Professional

2 weeks ago

Noida, Uttar Pradesh, India Ameriprise India Full time

We are seeking a professional who can support our 'Personal Trust Services' team and will be primarily responsible for assisting the Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, sub-committee and other reporting activities, payment processing, account set-up, account termination, generating trust letters, updating client system of record, research/ follow-up and other duties assigned.

This person should have excellent communication skills and a great sense of ownership and client focused attitude to ensure timely completion of work with excellent quality.


Key Responsibilities

Key responsibilities include:

  • Support Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, reporting, forms, letters, recordkeeping, research/followup, etc.
  • Understand the business in detail and keep upgrading the skill sets as per business need
  • Gain indepth working knowledge of business tools/systems
  • Coordinate with colleagues/ leaders/ business partners to ensure timely completion of work
  • Meeting productivity, quality and SLA targets on an ongoing basis
  • Ensure process adherence and other requirements on an ongoing basis
  • Value addition and identifying efficiency opportunities
  • Support other business areas depending on need/ available capacity, etc.

Required Qualifications

  • Bachelor's degree with strong academic background
  • 12 years of related experience (US Banking/ Trust Operations)
  • Proficient in MS Office
  • Strong understanding of banking business structure, work flows, etc.
  • Excellent verbal & written communication skills

Preferred Qualifications

  • High level of attention to detail and ability to identify gaps/ efficiency opportunities
  • Ability to work independently & manage multiple tasks
  • Thinking ability to add more value to the existing processes
  • Attitude to go above and beyond to help the business partners and meet/exceed expectations

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years.

We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work.

You'll also have plenty of opportunities to make your mark at the office and a difference in your community.

So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer.

We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


Full-Time/Part-Time
Full time

Timings
(4:45p-1:15a)

India Business Unit
AWMPO AWMP&S President's Office

Job Family Group
Business Support & Operations

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