Senior Project Specialist
5 days ago
We are seeking a detail-oriented professional to support project management, risk monitoring, and data analysis for private trusts.
About the Role:This is an exciting opportunity to join our team as a Senior Project Specialist. In this role, you will be responsible for managing and tracking progress of projects, ensuring timely completion and effective risk mitigation.
Key Responsibilities:- Manage and track progress to ensure timely completion of projects.
- Understand the trust system to prepare business requirements for system changes and reporting formats, ensuring data availability.
- Monitor and mitigate risk exposure across investment, AML compliance, operational, regulatory, and fiduciary domains.
- Support regular investment committee meetings, reviewing Private Trust portfolios and follow-up actions.
- Conduct accurate data analytics for management reporting, regulatory submissions, and survey responses.
- Perform customer due diligence for new onboarding, periodic reviews, and material transactions such as terminations, asset injections, and distributions.
- Bachelor's degree in Finance, Business, or related field.
- Proven experience in project coordination, risk management, or private trust operations.
- Strong analytical skills and attention to detail.
- Knowledge of AML compliance, risk frameworks, and regulatory reporting requirements.
- Excellent communication and stakeholder management skills.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
How to Apply:To apply for this exciting opportunity, please submit your resume and cover letter to us.
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