Trust Analyst
MidFirst Bank•Oklahoma City, OK
1d
About The Position
The primary purpose of this position is to assist in the daily activities of PWM Administration, Investment and Operations personnel by providing reporting, analytical and research support.
Requirements
- Bachelor’s degree in accounting, finance or business-related field.
- Commensurate experience will be considered in lieu of specific degree requirement.
- Minimum of three years of experience in a related field
- Strong PC skills including Excel and Microsoft Access.
- Strong interpersonal communication skills
Nice To Haves
- Previous experience in trust operations is preferred, but not required
- Knowledge of investments and related terminology is strongly preferred
Responsibilities
- Prepare schedules and reports regarding assets held by PWM
- Prepare financial and management reports for review
- Populate spreadsheets and verify accuracy
- Reconcile account holdings and balances
- Data entry, as needed
- Assist in review of operations functions to enhance department efficiencies and controls
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
