Job Description

What is the Operations Analyst, AST, Fiduciary Operations group responsible for
- This role will be part of the Fiduciary Account Services Team and will work closely with Client Services Administrators and Portfolio Managers of Fiduciary Trust to support day to day operations. The primary responsibility of this role requires setting up of Relationships Level A/C s, Family A/C s, Trust, Custody and Managed accounts of High-Net-Worth Individuals on different applications, maintenance of those accounts, closing of accounts and performing the annual administrative reviews for various types of accounts. This role would require interaction with multiple departments and contact with various internal and external people, therefore requires positive communication and customer service skills. Also, this role requires ability to work in tight schedules and should have ability to manage own time and meet specific deadlines.

What are the ongoing responsibilities of an Operations Analyst Responsibilities include performing one or more of the following functions:





Account Administration - Account Opening, Closing and Maintenance activities which includes-
- Tracking KYC (Know Your Customer) and reviewing the mandatory documents for the new accounts and ensuring they are in accordance with policy & procedures. Processing Report of new account according to the client set up rules and mandatory affiliations
- Review the contract agreements with clients related to Investment Management, Custody and Trust accounts. Track funding for the accounts and prepare fee memos. Initiate Remittance and Statement events, online access and mailing the information for disclosure statement
- Set up account on global plus system and other downstream applications like IVW (Investor Workstation) and Cache. Reconcile account details from downloads received through global plus and FACT (Fiduciary Admin and Client Tool) application.
- Processing all maintenance changes on relevant systems at

📌 Operations Analyst (Hyderabad)
🏢 Franklin Templeton
📍 Hyderabad