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:
246213
Trust Analyst Senior
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