Trust Accounting Specialist

2 days ago

Farmington Hills, Michigan, United States Comerica Bank Full time

Job Summary

The Trust Accounting Specialist is responsible for creating, assessing, and distributing financial and regulatory reports. This role oversees critical reconciliation activities related to Comerica Trust's outsourced Trust Operations. The specialist serves as the primary contact for reconciliation and reporting activities, handling inquiries from Finance, Senior Leadership, Internal Audit, and Corporate Compliance.

Key Responsibilities:

  • Perform accounting, analytical, and financial reporting duties to ensure client and investor activity reporting is prepared and completed appropriately.
  • Serve as a technical accounting expert without management responsibilities, providing subject matter expertise and advising on significant business/accounting decisions.
  • Prepare financial information for regulators, finance, and senior leadership.
  • Communicate with partners when discrepancies are identified, providing recommendations and/or solutions to resolve potential errors.
  • Create and balance reports from the Trust Accounting System with outside partner firms and the outsourced Trust Operations vendor.
  • Oversee fee activities that impact areas outside of Trust Operations, including fee reversals/pending fee deletions, miscellaneous fees, external investment advisor fee reporting, fee discounting, and fees by situs.
  • Generate Global FX Currency, Global Market Value, and Transactions reporting for impacted business units and transactional databases.
  • Meet and/or exceed SLA requirements for all assigned tasks.
  • Investigate and troubleshoot discrepancies, providing correction recommendations to leadership.
  • Establish and maintain effective relationships with internal and external customers.
  • Act as a mentor to colleagues, providing training, advice, expertise, and guidance to assist in the successful completion of assigned projects.
  • Cross-train and provide backup on all duties within the core team.
  • Complete all enterprise assigned and Comerica Trust specific training activities in a timely manner.
  • Train system users (internal and external) on workable processes and procedural changes.

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