Job Details

Trust Document Analyst II

Company name

Organization Type

In-House

Job Type

Legal Staff

Date Last Verified

May 05, 2021

Valid Through

Aug 18, 2021

Posted on

May 04, 2021

Years of Experience

Min 3 yrs required

Location

Pittsburgh, PA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Real Estate >> Real Estate
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Profile

Trust Document Analyst II
The candidate will provide legal analysis support via opening and maintaining more complicated accounts for Wealth Management or Institutional groups by analyzing wills, trust agreements (i.e. Basic-CRUTS, CRATS, GRITS, Pension Trusts, etc), and various other legal agreements which govern the fiduciary and non-fiduciary relationship between the bank and its customers and to make determinations as to comply with applicable law and regulations of the Comptroller of the currency and SEC. The information is then inputted to various systems, (i.e. CMS, TAS & SEI) and a summary of the relationship is prepared (when applicable) for use by the Administrative Offices, Investment Officers, Real Estate, Bank Examiners, and Auditors. The responsibilities and latitude of this position will be under the supervision of the Supervisor and/or Manager of Legal Analysis. Should have 3+ years of trust or legal experience. Paralegal certification is a plus. Must have strong analytical, problem-solving, organizational, and interpersonal skills, and possess the ability to work under demanding deadlines. Excellent PC skills are essential.

Additional info

Job Number:2107167.

Company info

Hiring Coordinator
The Bank of New York Mellon Corporation
One Mellon Center
Pittsburgh, PA 15258

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