Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.

 

As a Product Delivery Associate in Trust & Estate Solutions, you enable the release of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. . By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives. 

 

Job responsibilities

Gather data, analyze and determine most efficient/ effective strategy for data conversion.Make Data entry of client demographics/ coordinating data automated uploads, resolving exceptionsPerform Data quality review of large amounts of converted dataCreate  report and ongoing report out metrics on data conversion completionCreate report and ongoing report on data quality . Analytics on root cause of outliers .Assist with execution under a mid-size  conversion programPartner closely with the manager to manage business/client project deliverable expectations.Participate in and lead progress status meetings at the operational and project level.Support the front office by testing new system functionality and confirming working as anticipated.Provide continuous feedback on project status, offering constructive options to ensure project tracks to original expectations.Function as an escalation point to keep all parties aware of overall project impact.

 

 

Required qualifications, capabilities, and skills

5+ years of work experience and demonstrated quantitative & qualitative analytical skills, Bachelor's degree or equivalentAbility to synthesize information to reach logical conclusionsDemonstrated proficiency with MS Excel, PowerPoint, and  AccessHigh degree of initiative, self-direction, and ability to work independently as well within a teamStrong problem solving abilitiesHighly motivated, results-oriented, client -focusedAbility to be flexible, follow tight deadlines, organize and prioritize workOutstanding verbal & written communication skillsStrong team building, presentations skills and excellent leadership, interpersonal, & relationship management skillsFoundation in project management and data analytics

 

Preferred qualifications, capabilities, and skills

Experience in wealth management, private banking, investments, and/or trusts and estatesExperience in supporting large scale transformation, operational risk management, and/or efficiency programs