Trust Specialist

5 days ago


new york city, United States PTR Global Full time

Corporate Trust Associate

10013, New York, New York, United States

Duration: 12 months, possible extension/conversion


Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).

• Assist Transaction Managers with managing client day-to-day activities related to their transactions.

• Assist with the Amendment process for Columbia Trust mandates

• Assist with SNC tracking and reporting

• Assist with supporting the distribution of relevant notices

• Assist Transaction Managers in completion of internal projects related to their transactions and to Client.

• Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.

• Adhere to Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.

• Coordinate with Operations and clients for transaction set-up, activity and reporting.

• Coordinate with Operations for inquiries from clients.

• In all matters, demonstrate particular consideration for the banks reputation and safeguarding Clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.



  • New York, New York, United States Experis Full time

    Position Overview:Experis is collaborating with a prominent Financial Services firm to identify a skilled Corporate Trust Specialist to support their operations.Role Details:As a Corporate Trust Specialist, you will be integral to the management and execution of Corporate Agency & Trust transactions.Location:Hybrid model with onsite requirements.Contract...


  • New York, New York, United States Mitchell Martin Inc. Full time

    Position Title: Corporate Trust SpecialistLocation: New York City, NYEmployment Type: Contract (W2 or Independent Contractor)Work Arrangement: HybridThis role involves supporting the execution and management of both new and ongoing transactions within the corporate trust sector.Key Responsibilities:Assist in the establishment and oversight of Corporate...


  • New York, New York, United States Collabera Full time

    Job OverviewThe Corporate Trust Specialist plays a vital role in supporting the management and execution of Corporate Special Agency functions, including Escrow, PF, Insurance, and Loans.Key ResponsibilitiesImplementation Support: Aid in the establishment and ongoing management of Corporate Special Agency services.Client Management: Collaborate with...


  • New York, New York, United States Gpac Full time

    Job Title: Attorney - Trust and Estate SpecialistWe are seeking a highly skilled and motivated Attorney to join our team as a Trust and Estate Specialist. As an Attorney in this role, you will have the opportunity to work on a wide range of legal matters, represent clients in various legal proceedings, and provide expert legal advice.Key...


  • Olean, New York, United States Community Financial System, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Trust Operations Specialist to provide operational and servicing support to trust personnel in the Trust Division of Community Financial System, Inc.Key ResponsibilitiesProvide operational and administrative support to Trust Officers and trust clientsProcess client deposits and disbursements...


  • New York, New York, United States Stifel Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Investment Trust Specialist to join our team at Stifel. As a key member of our department, you will be responsible for providing marketing, sales support, and product information to our Financial Advisors.Key ResponsibilitiesDevelop and maintain educational and marketing materials for our...

  • Trust Specialist

    6 days ago


    New York, United States PTR Global Full time

    Corporate Trust Associate10013, New York, New York, United StatesDuration: 12 months, possible extension/conversionAssist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).• Assist Transaction Managers with managing client day-to-day activities related to their transactions.• Assist with the Amendment...


  • new york city (norwood), United States Rockland Trust Full time

    At Rockland Trust, we believe each relationship matters. That means we are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland...


  • new york city (norwood), United States Rockland Trust Full time

    At Rockland Trust, we believe each relationship matters. That means we are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland...


  • New York, New York, United States Mindlance Full time

    Position: Corporate Trust Transaction SpecialistDuration: 6 months, with potential for extension or conversionLocation: New York, NY (Hybrid)KEY RESPONSIBILITIESOverview:This role is designed for an intermediate to advanced level professional in Corporate Trust, focusing on the execution and oversight of Corporate Agency & Trust transactions. The specialist...


  • New York, New York, United States US Tech Solutions Full time

    Job DescriptionUS Tech Solutions is seeking an experienced Ads Trust & Safety Policy Analyst for a 6+ months contract position in New York, NY (hybrid onsite).ResponsibilitiesDevelop, implement, and enforce scalable Ads Trust policies and procedures to ensure a safe and trustworthy advertising environment.Collaborate with cross-functional teams to identify...


  • New Haven, Connecticut, United States Fawkes IDM Full time

    About the RoleFawkes IDM is seeking a highly skilled and experienced Trusts and Estates Attorney to join our team as a Senior Trusts Specialist. In this role, you will be responsible for advising fiduciaries on the design and implementation of new trusts, as well as the modernization and consolidation of existing trusts.Key ResponsibilitiesTrust Design and...


  • New York, New York, United States Rose International Full time

    Position Overview:This role represents an intermediate to advanced level within the Corporate Trust domain, focusing on the execution and oversight of Corporate Agency & Trust transactions. The Corporate Trust Associate will play a vital role in the establishment and management of both new and ongoing transactions.Key Responsibilities:Facilitate the...


  • New York, New York, United States Dexian Full time

    Corporate Trust Analyst Job DescriptionRole: Corporate Action AnalystLocation: New York, NYDuration: 12 months (Possible extension/Conversion)The position is an intermediate Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. The position will assist in implementing, maintaining new, and existing...


  • New York, New York, United States Dexian Full time

    Corporate Trust Analyst Job DescriptionRole: Corporate Action AnalystLocation: New York, NYDuration: 12 months (Possible extension/Conversion)The position is an intermediate Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. The position will assist in implementing, maintaining new, and existing...


  • New York, New York, United States New York Housing Trust Fund Full time

    Job Title: Procurement Specialist at New York Housing Trust FundNew York Housing Trust Fund is a leading agency dedicated to developing, preserving, and protecting affordable housing in New York State. As a key player in the state's housing market, our organization is committed to leveraging resources to benefit low- and moderate-income families.About the...


  • New York, New York, United States DM LAW SERVICES LLC Full time

    Job Title: Trust & Estate ParalegalWe are seeking a highly skilled Trust & Estate Paralegal to join our team at DM LAW SERVICES LLC.Job SummaryThe Trust & Estate Paralegal will be responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting.Key...


  • New York, New York, United States Mitchell Martin Inc. Full time

    Position Title: Corporate Trust SpecialistLocation: New York City, NYEmployment Type: Contract (W2 or Independent Contractor)Work Arrangement: HybridThis role is essential in supporting the execution and oversight of both new and ongoing transactions.Key Responsibilities:Facilitate the establishment and management of Corporate Special Agency transactions,...


  • New York, New York, United States DM LAW SERVICES LLC Full time

    About the RoleThe Trust and Estate Paralegal will play a critical role in supporting the company's fiduciary services, ensuring the timely and accurate administration of estates and trusts.Key ResponsibilitiesManage and produce high-volume, complex work involving domestic estate administration, trust administration, and fiduciary accounting.Collaborate with...


  • New York, New York, United States Mindlance Full time

    Position: Corporate Trust Transactions SpecialistContract Duration: 6 months, with potential for extension or conversionWork Arrangement: HybridKEY RESPONSIBILITIESJob Overview:The role is positioned at an intermediate to advanced level within the Corporate Trust domain, focusing on the execution and oversight of Corporate Agency & Trust transactions. The...