Product & Solutions Analyst

Posted 10 Days Ago
Columbus, NY, USA
In-Office
78K-110K Annually
Entry level
Fintech • Financial Services
The Role
Support trust officers in administering trust and estate accounts: prepare cases for processing, review tax/accounting/legal documents, interface with clients and attorneys, assist in communications and research, perform estate settlement functions, and coordinate with private bankers, portfolio management, and operations.
Summary Generated by Built In
Job Description:

Job Title: Product & Solutions Analyst

Corporate Title: Analyst - Associate

Location: New York, NY

ALL ROLES TO BE CONSIDERED

Overview

Your main responsibilities will be in the support of multiple trust officers in the administration of trust and estate accounts. You will maintain and monitor trust accounts in accordance with Deutsche Bank and fiduciary services policy and procedures and participate in all aspects of trust account opening, maintenance, and closing. In addition, you will work with private bankers, portfolio management and operations in management of trust accounts.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A 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

What You’ll Do

  • Prepare Deutsche Bank Force cases for transaction processing and account maintenance
  • Assist officers in preparation of client communication and internal memorandum and 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

Skills You’ll Need

  • Bachelor’s degree required (Finance/ Business Management preferred)
  • General understanding of trusts & estates and 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 That Will Help You Excel

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

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $78,000 – $110,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees:  https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email [email protected].

#LI-HYBRID

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.

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. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your RightsEmployee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Skills Required

  • Bachelor's degree (Finance or Business Management preferred)
  • General understanding of trusts and estates
  • Excellent Microsoft skills (Office suite)
  • Ability to handle sensitive materials and information with discretion
  • Excellent interpersonal, oral and written communication skills
  • Good organizational skills and ability to prioritize multiple tasks
  • Excellent written and spoken communication (helps excel)
  • Ability to communicate effectively with clients and internal teams

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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