Principal Accountabilities:

• Prepare monthly Trust reports and manage payment instructions for trust and other payments.
• Support creation of presentations and materials for management, investors, and rating agencies.
• Contribute to process improvements and development of new operational procedures.
• Perform ad-hoc portfolio analysis, treasury tasks, and other duties as required by management.

Qualifications:

• Strong focus on accuracy, analytical thinking, and time management.
• Excellent communication, accountability, and customer service skills.
• Proactive mindset with interest in automation, learning, and problem-solving.
• 5+ years’ experience in finance/trust roles, Excel proficiency, and mentoring background.