Trust Document Analyst I

Job Description

To provide legal analysis support via opening and maintaining accounts for Wealth Management and/or Institutional groups by analyzing basic wills, trust agreements and various other basic and/or formed legal agreements which govern the fiduciary and non-fiduciary relationships between the bank and its customers and to make determinations as to comply with applicable law and regulations of the Comptroller of the currency and SEC. The information is then input to various systems, (i.e. CMS, TAS & SEI) and summary of the relationship is prepared (when applicable) for use by the Administrative Officers, Investment Officers, Real Estate, Bank Examiners and auditors. The responsibilities and latitude of this position will be under supervision of the supervisor and/or Manager of Legal Analysis.  


The candidate must have strong analytical, problem solving, organizational and interpersonal skills, and possess the ability to work under demanding deadlines. PC skills are a must for this position. Trust or legal experience is preferred and paralegal certification is a plus.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 03461
Job: Wealth Management
Organization: Strategy & Service Delivery-HR06265
Requisition Number: 1918827