Product & Solutions Analyst

Deutsche Bank•New York, NY

1d•$78,000 - $110,000•Hybrid

About The Position

Your main responsibilities will be in the support of multiple trust officers in the administration of trust and estate accounts. You will maintain and monitor trust accounts in accordance with Deutsche Bank and fiduciary services policy and procedures and participate in all aspects of trust account opening, maintenance, and closing. In addition, you will work with private bankers, portfolio management and operations in management of trust accounts.

Requirements

Bachelor’s degree required (Finance/ Business Management preferred)
General understanding of trusts & estates and excellent Microsoft skills
Ability to handle sensitive materials and information with discretion
Excellent interpersonal skills; well-developed oral and written communication skills
Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making

Nice To Haves

Excellent communication skills, both written and spoken
Ability to communicate effectively with clients and internal team

Responsibilities

Prepare Deutsche Bank Force cases for transaction processing and account maintenance
Assist officers in preparation of client communication and internal memorandum and research and remedy client inquiries and issues
Review tax, accounting, and legal court documentation
Prepare and analyze information for trust officer
Interface with clients and attorneys regarding account management
Perform all functions of estate settlement

Benefits

A hybrid working model, allowing for in-office / work from home flexibility
generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits
retirement savings plans
parental leave
family building benefits
Educational resources
matching gift
volunteer programs