Responsibilities:
Client/Account Portfolio Creation
Reviews completeness of account opening documents received from Wealth Management Group.Ensures approvals are in place from approving authorities for opening of account with incomplete documents/deficiencies.Approves notification/confirmation to clients on successful account opening. Approves completeness of documents for turnover to requesting unit/Wealth Units where accounts are being referred for onboarding.Reviews/Approves PB Trust account applications in EO. Client/Account Creation in System
Approves encoded/uploaded client/account in system.Processing of client/account level information in PB Trust System of Record. Others
Prepares and Liaises with internal/external parties/examination/inquiries (i.e., Audit, Compliance, Regulatory).Monitor compliance to policies/guideli...