Comerica Bank

Trust Fiduciary Analyst

Comerica Bank

Farmington Hills, MI, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Comerica Bank, a leading financial institution dedicated to providing exceptional service to our clients. We are currently seeking a highly skilled Trust Fiduciary Analyst to join our team. As a Trust Fiduciary Analyst, you will play a crucial role in managing and administering fiduciary accounts for our clients. We are looking for a detail-oriented and experienced individual who is passionate about delivering top-notch financial solutions and building long-lasting relationships with our clients. If you have a strong background in trust and fiduciary services and are looking for a challenging yet rewarding career opportunity, we encourage you to apply for this position.

  1. Manage and administer fiduciary accounts for clients, including trust, investment management, and custodial accounts.
  2. Provide exceptional customer service to clients, building and maintaining strong relationships.
  3. Conduct thorough reviews of client accounts and make recommendations for investment strategies and financial solutions.
  4. Ensure compliance with all legal and regulatory requirements related to fiduciary accounts.
  5. Collaborate with internal teams to provide comprehensive financial solutions to clients.
  6. Keep up-to-date with industry developments and changes in regulations related to fiduciary services.
  7. Perform detailed analysis and reporting on client accounts, identifying any potential risks or issues.
  8. Communicate effectively with clients, providing regular updates on their accounts and addressing any questions or concerns.
  9. Maintain accurate and organized records of client interactions and account activities.
  10. Participate in meetings and training sessions to stay informed about new products, services, and procedures.
  11. Support and adhere to the bank's policies and procedures.
  12. Work closely with other team members to ensure a seamless and efficient client experience.
  13. Continuously strive to improve processes and procedures to enhance the overall client experience.
  14. Provide guidance and support to junior team members.
  15. Represent Comerica Bank in a professional and ethical manner at all times.
Where is this job?
This job is located at Farmington Hills, MI, USA
Job Qualifications
  • Excellent Analytical And Problem-Solving Skills

  • Bachelor's Degree In Finance, Accounting, Or Related Field

  • Minimum Of 3 Years Of Experience In Trust Or Investment Management

  • Strong Knowledge Of Fiduciary Principles And Regulations

  • Proficiency In Financial Analysis And Reporting Tools, Such As Bloomberg And Morningstar

Required Skills
  • Financial Analysis

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • Due Diligence

  • wealth management

  • Asset allocation

  • Estate Planning

  • Compliance monitoring

  • Tax Planning

  • Legal Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Trust Fiduciary Analyst in Farmington Hills, MI, USA is between $60,000 and $80,000 per year. This can vary depending on factors such as the employer, experience, and qualifications of the individual. Some companies may offer additional benefits such as bonuses and healthcare.

Additional Information
Comerica Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 20th, 2024
Apply BeforeMay 22nd, 2025
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About Comerica Bank

Comerica Incorporated is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

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