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About the Role

Support multiple trust officers in the administration of trust and estate accounts, maintaining and monitoring accounts in accordance with policy and procedures. Participate in account opening, maintenance, and closing, and collaborate with private bankers, portfolio management, and operations.

Responsibilities

• Prepare Deutsche Bank Force cases for transaction processing and account maintenance.
• Assist officers in preparation of client communication and internal memorandum.
• Research and remedy client inquiries and issues.
• Review tax, accounting, and legal court documentation.
• Prepare and analyze information for trust officer.
• Interface with clients and attorneys regarding account management.
• Perform all functions of estate settlement.

Requirements

• Bachelor’s degree required (Finance/ Business Management preferred).
• General understanding of trusts & estates.
• Excellent Microsoft skills.
• Ability to handle sensitive materials and information with discretion.
• Excellent interpersonal skills; well-developed oral and written communication skills.
• Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making.

Skills

• Excellent communication skills, both written and spoken.
• Ability to communicate effectively with clients and internal team.

Location

• New York, NY

Work Type

• Hybrid

Experience Level

• Associate

Education Level

• Bachelor’s degree

Salary/Compensations

• $78,000 – $110,000

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration.
• Hybrid working model, allowing for in-office / work from home flexibility.
• Generous vacation, personal and volunteer days.
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement.
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits.
• Educational resources, matching gift, and volunteer programs.
• Access to physical, emotional, and financial wellness benefits.
• Benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life.

About the Company

• For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
• Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division.
• Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.
• More information at: Deutsche Bank Careers (db.com)
• We strive for a culture in which we are empowered to excel together every day.
• This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
• Together we share and celebrate the successes of our people.
• Together we are Deutsche Bank Group.

Equal Opportunity

• Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
• We welcome applications from all people and promote a positive, fair and inclusive work environment.
• Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
• EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.