Trust Analyst

Trust Analyst Oklahoma City, OK Job Details 1 day ago Qualifications Investment Microsoft Excel Financial data reconciliation Microsoft Access Bachelor's degree in finance Bachelor's degree in business Financial management report preparation Research Mid-level Improving operational efficiency 3 years Finance Trust administration Bachelor's degree Accounting Data entry Bachelor's degree in accounting Business Accounting Communication skills Full Job Description 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.

PRINCIPLE DUTIES AND REPONSIBILITES

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

JOB SPECIFICATIONS

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 Previous experience in trust operations is preferred, but not required Strong PC skills including Excel and Microsoft Access. Knowledge of investments and related terminology is strongly preferred Strong interpersonal communication skills

DISCLAIMER STATEMENT

The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned.