Specialist II, Corporate Trust Transaction Management

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

BNY Mellon is seeking a Specialist II for their Corporate Trust Transaction Management team. This role, located in Pittsburgh, requires facilitating client onboarding and ensuring compliance with regulations. The ideal candidate should hold a Bachelor's degree and have experience in deal onboarding or corporate trust operations.

Responsibilities include monitoring compliance, processing transactions with attention to detail, and communicating effectively with team members. Join a team focused on delivering high-quality service and enhancing efficiency through innovative processes.

Qualifications

• Bachelor's degree or above, preferably in finance or a related area.
• 1-3 years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.

Responsibilities

• Facilitate client onboarding activities and ensure transactions are established correctly.
• Monitor compliance with applicable regulations and client requirements.
• Maintain deal information in internal systems, ensuring data integrity.

Skills

Attention to detail

Regulatory knowledge

Initiative

Independence

Education

Bachelor's degree in finance or related area

Job description

We're seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust team. This role is located in New York, NY; Pittsburgh, PA; Houston, TX.

Impact

• Facilitate client onboarding activities and associated responsibilities.
• Ensure transactions are established correctly and mitigate risk through thorough document review whilst meeting client objectives.
• Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
• Identify opportunities to improve process documentation accuracy to enhance service delivery.
• Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
• Identify, elevate, and help mitigate potential risks associated with the onboarding process.
• Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.
• Escalate potential issues to senior team members, as appropriate.
• Ensure BNY remains compliant with applicable regulations and policies and procedures.
• Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

Qualifications

• Bachelor's degree or above, preferably in finance or a related area, or the equivalent combination of education and experience is required.
• 1-3 years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.
• Knowledge of regulatory frameworks affecting investment banking and trust operations.
• Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.
• Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.