Client Processing Representative I - Trust Administrator

at  BNY Mellon

CLIENT PROCESSING REPRESENTATIVE I - TRUST ADMINISTRATOR

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Client Processing Representative I - Trust Administrator to join our Corporate Trust Operations team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required) .

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Client Processing Representative (Trust Administrator) – The trust administrator role involves daily reporting, transaction processing (Transfers, wires, check deposits, check withdrawals, payments), account maintenance (Money Market Funds set ups, adding accounts to internal systems, Not In Bank Asset processing), data analysis (account reports and metrics reports) and ad hoc client requests.
Performs complex operational tasks in a product or functional area
Conducts independent analysis and policy interpretation
Performs complex, manual processing of updates to client accounts or company records
Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data
Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
Identifies, investigates and resolves problems in client accounts or company records
Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional
Responsible for the quality and completion of own work

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

High school/secondary school or the equivalent combination of education and experience is required
Bachelors degree preferred
5-7 years of total work experience preferred
Excellent communication and writing abilities
Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
Attention to detail
Problem solving, critical thinking, time management and communication
Ability to self-manage, prioritize, and execute workload
Prior experience with Microsoft Office applications, especially Excel
We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023