Trust Associate

18 hours ago


New York, New York, United States PTR Global Full time
Corporate Trust Associate

Join PTR Global as a Corporate Trust Associate and contribute to the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).

Key Responsibilities:

  • Assist Transaction Managers with managing client day-to-day activities related to their transactions.
  • Support the Amendment process for Columbia Trust mandates.
  • Track and report on SNC activities.
  • Coordinate with Operations and clients for transaction set-up, activity, and reporting.
  • Address transactional inquiries from internal and external Agency & Trust clients.
  • Adhere to Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing, and deal maintenance.

Requirements:

  • Particular consideration for the bank's reputation and safeguarding Clients and assets.
  • Compliance with applicable laws, rules, and regulations.
  • Sound ethical judgment regarding personal behavior, conduct, and business practices.
  • Escalation, management, and reporting of control issues with transparency.

About PTR Global:

At PTR Global, we value our clients and assets, and we are committed to providing exceptional service and support.



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