Trust & Estate Solutions Analyst

Deutsche Bank; New York (NY); Hybrid; USD 78,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Health benefits

Retirement savings plan

Paid time off

Job summary

Deutsche Bank in New York seeks a Product & Solutions Analyst (Analyst - Associate) to support trust officers in the administration of trust and estate accounts, coordinating with private bankers, portfolio management, and operations.

You will prepare Deutsche Bank Force cases, assist in client communications, review tax and legal documents, and interface with clients and attorneys while contributing to estate settlements.

Qualifications

• Bachelor’s degree required in Finance/Business Management or related field.
• General understanding of trusts & estates and excellent Microsoft skills.
• Ability to handle sensitive materials with discretion.
• Excellent interpersonal and written communication skills.

Responsibilities

• Prepare Deutsche Bank Force cases for transaction processing and account maintenance.
• Assist officers in client communications, memoranda, and research.
• Review tax, accounting, and legal court documentation.
• Prepare information for trust officers and interface with clients and attorneys.
• Perform estate settlement functions.

Skills

Trusts & estates knowledge

Discretion with sensitive information

Interpersonal communication

Education

Bachelor’s degree in Finance/Business Management

Tools

Microsoft Office

Job description

Deutsche Bank in New York seeks a Product & Solutions Analyst (Analyst - Associate) to support trust officers in the administration of trust and estate accounts, coordinating with private bankers, portfolio management, and operations.

You will prepare Deutsche Bank Force cases, assist in client communications, review tax and legal documents, and interface with clients and attorneys while contributing to estate settlements.