
Trust Fiduciary Analyst
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.
- Manage and administer fiduciary accounts for clients, including trust, investment management, and custodial accounts.
- Provide exceptional customer service to clients, building and maintaining strong relationships.
- Conduct thorough reviews of client accounts and make recommendations for investment strategies and financial solutions.
- Ensure compliance with all legal and regulatory requirements related to fiduciary accounts.
- Collaborate with internal teams to provide comprehensive financial solutions to clients.
- Keep up-to-date with industry developments and changes in regulations related to fiduciary services.
- Perform detailed analysis and reporting on client accounts, identifying any potential risks or issues.
- Communicate effectively with clients, providing regular updates on their accounts and addressing any questions or concerns.
- Maintain accurate and organized records of client interactions and account activities.
- Participate in meetings and training sessions to stay informed about new products, services, and procedures.
- Support and adhere to the bank's policies and procedures.
- Work closely with other team members to ensure a seamless and efficient client experience.
- Continuously strive to improve processes and procedures to enhance the overall client experience.
- Provide guidance and support to junior team members.
- Represent Comerica Bank in a professional and ethical manner at all times.
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
Financial Analysis
Investment Management
Portfolio Management
Risk assessment
Client Relations
Due Diligence
wealth management
Asset allocation
Estate Planning
Compliance monitoring
Tax Planning
Legal Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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