Fiduciary Operations Specialist
Brown Brothers Harriman
hace 6 días

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges.

We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can.

Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as a Fiduciary Operations Specialist

Brown Brothers Harriman is currently recruiting a Fiduciary Operations Specialist to join our Trust Company. In this role you will provide support to NTC Management with a direct reporting line to the Fiduciary Operations Manager.

The Fiduciary Operations Specialist is responsible for identifying procedural inefficiencies / risks and for proposing / implementing solutions to these issues.

The Fiduciary Operations Specialist requires development of innovative process enhancements to meet the needs of trust company employees while improving efficiency overall and reducing risk for the Trust Companies.

The scope of these responsibilities includes all Trust Company branches as well as Private Banking Tax.

Some of your key responsibilities include :

Quality Control :

  • Identify areas of operational deficiency and submit proposals outlining avenues for improvement.
  • Initiate and manage ad hoc projects (e.g. ECMS, vault, futures reconciliation projects) to remediate fiduciary risks and reduce findings by internal audit and external regulatory agencies (i.e. OCC)
  • Develop mechanisms to streamline administrative burden of NTC Management (e.g. tracking TIC memos).
  • Conduct oversight of PB Tax operations and identify ways to improve efficiency and consistency (e.g. formally documenting procedures for daily tasks).
  • Coordinate electronic imaging of documents required for trust administration and ensure adherence to established procedures.
  • Produce and compile user guides for operational tasks.
  • Trust Company Operations

  • Produce monthly reports (e.g. performance reports, two week overdraft) for trust officers & NTC Management to facilitate proper administration of trust accounts;
  • identify ways to improve this reporting.

  • Review and assist in production of quarterly board reports and identify areas to streamline board package materials.
  • Draft PB Systems SFR / BRD requests for automated reports, and participate in testing as necessary.
  • Manage and administer New York warehouse inventory.
  • Conduct testing of periodic system upgrades to ensure functionality.
  • Compile Third Party Provider due diligence reports for management and oversight committee review.
  • Administration :

  • Support trust officers in joint administration of ILITs with ITM TwentyFirst.
  • Compile minutes for monthly trust training sessions and manage meeting set up including room / equipment reservations, conference line, and WebEx.
  • Compile minutes and prepare electronic documentation for monthly Trust & Investment Committee meetings.
  • Process mortgage / note paydown deposits, free delivery and receipt of all private assets.
  • Compile expense reports for business expenses of Fiduciary Operations Manager.
  • Maintain Trust Company library subscriptions, including calculating appropriate breakdown of expenses by user distribution.
  • Organize quarterly team lunches for NY Trust Services, NTC Management, and PB Tax Services.
  • Order supplies, including special order items.
  • Assist with phone management for President of Trust Company.
  • Qualifications :

  • BA or BS degree
  • 2+ years of relevant work experience
  • Excellent organization skills
  • Detail-oriented and capable of editing large documents / projects
  • Strong written and oral communication skills
  • Ability to develop innovative solutions to complex business problems
  • Strong Microsoft Office skills, with particular emphasis on Excel (VLookup, Pivot tables)
  • Familiarity with Hyperion Intelligence Explorer
  • Basic knowledge of trust administration / trust products
  • Ability to multi-task in fast-paced environment
  • Ability to prioritize and balance multiple projects
  • What We Offer :

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself without leaving the firm
  • A culture of inclusion that values each employee’s unique perspective
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.Full timeNew York

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