Trust Associate
18 hours ago
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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