- Assist Wealth Management clients in managing and administering real estate and loans within a trust account.
- Execute necessary actions to handle incoming receipts linked to Wealth Management real estate and loan assets, and process relevant disbursements.
- Support ad hoc system adjustments requested by the Trust Real Estate team.
- Generate, distribute, and gather recurring reports.
- Ensure adherence to accounting principles, policies, and procedures to offer operational support for Trust Customers.
- Prior experience in accounts payables and receivables.
- Basic understanding of real estate documentation or law.
- Familiarity with Loan Servicing.
- A solid grasp of accounting principles.
- Proven track record of efficiently completing assigned tasks with high quality.
- Exceptional communication skills, both written and verbal.
- Ability to cultivate strong relationships with colleagues and key stakeholders.
- Proactive anticipation of next steps and potential challenges to prevent processing delays.
- Recipient of numerous accolades including Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023
- Bloomberg's Gender Equality Index (GEI), 2023
• Recognized among the Best Places to Work for Disability Inclusion, Disability: IN - Received a 100% score in 2023 - Human Rights Campaign Foundation, Corporate Equality Index, 2023
- Distinguished in Dow Jones Sustainability Indices as a top performing company for Sustainability, 2023
- Inclusion in the Forbes Blockchain 50, 2023
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Associate, Client Processing Representative I - Pittsburgh, United States - BNY Mellon
![BNY Mellon background](https://contents.bebee.com/companies/us/bny-mellon/background-8QhKm.png)
Description
Join Us and Shape the Future!
BNY Mellon presents an exciting range of forward-thinking careers where business, finance, and technology intersect. We are a leading asset management and banking institution handling trillions of dollars in assets, custody, and/or administration. Acknowledged as the preferred choice among top banks worldwide, partnering with us leads customers into the digital era.
With a legacy spanning 240 years and a legacy of industry innovations, BNY Mellon thrives on its proven capacity to adapt, guide, and pioneer new concepts at every opportunity. Currently, our workforce comprises about 50,000 professionals across 35 nations, fostering a culture that encourages personal growth, risk-taking, experimentation, and authenticity. This encapsulates the essence of #LifeAtBNYMellon.
As an esteemed wealth manager, BNY Mellon Wealth Management specializes in assisting affluent individuals and their families in building, overseeing, and preserving their wealth over generations and market fluctuations. Through a unique service framework focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - clients in the U.S. and abroad achieve superior after-tax performance, safeguarding their wealth throughout generations.
We are in search of a prospective team member to fill the Trust Real Estate Associate, Client Processing I role within our Wealth Management division, situated in Pittsburgh for on-site work five days a week.
Key Responsibilities:
To Excel in this Role, We Look for:
Discover Our Inclusive Culture at BNY Mellon:
Comprehensive Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs entrenched in a culture of excellence and a merit-based pay philosophy. Access a range of global resources and tools to support your life's journey. Prioritize your health, enhance personal resilience, and achieve your financial aspirations as a valued team member. Avail generous paid leaves offering assistance during pivotal moments for you and your loved ones.
BNY Mellon upholds Equal Employment Opportunity and Affirmative Action principles, fostering a diverse workforce encompassing underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.
Employer's Profile:
For over 230 years, BNY Mellon has been trailblazing in finance, expanding financial markets while aiding investors throughout the investment lifecycle. Acting as a singular point of contact, BNY Mellon facilitates clients in creating, trading, managing, servicing, distributing, or restructuring investments and secures nearly one-fifth of the world's financial assets. BNY Mellon stands out as one of the safest, most trusted, and esteemed companies. Each day, our employees leave an indelible mark by supporting clients in effectively managing and servicing their financial assets globally. Whether catering to financial needs of institutions, corporations, or individual investors, clients rely on the expertise of BNY Mellon professionals spanning multiple time zones, 35 nations, and over 100 markets. Our underlying dedication, innovative approach, and unwavering client service ethic distinguish us from the rest. Make your impact today:
EEO Statement:
BNY Mellon stands as an Equal Employment Opportunity/Affirmative Action Employer. We actively welcome minorities, females, individuals with disabilities, and protected veterans. Our aspiration is to construct a cohesive global team that mirrors the diverse talent, client base, and communities we engage with and serve. We empower our team to deliver their finest work by encouraging wellbeing, work-life balance, and offering inclusive employment policies and forums for employees.