Trust Analyst
Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations.

Key Responsibilities and Duties
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work

Career Level
5IC
Position Overview: The Trust Analyst manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations. This role ensures operational excellence in trust administration while maintaining accuracy, regulatory compliance, and robust client service.




Key Responsibilities and Duties:
Execute complex trust transactions including distributions, asset transfers, and trust terminations
Process estate settlements, trust modifications, and beneficiary changes
Manage trust accounting, income allocation, and trustee reporting
Perform quality checks on trust transactions to identify errors or discrepancies
Conduct root cause analysis and implement corrective actions to reduce error rates
Analyze workflows and identify opportunities for automation and efficiency gains
Develop and maintain standard operating procedures
Support onboarding by training new team members on trust systems, workflows, and regulations

Educational Requirements: Bachelor’s degree in finance, Accounting, Business, or related field
Work Experience:
5-7 years of trust administration or fiduciary services experience
Knowledge of trust taxation and accounting principles
Proficiency in trust administration

📌 Analyst - Trust (Pune)
🏢 TIAA
📍 Pune