Investment Specialist II
The incumbent provides a high level of independent support for team members regarding the administration and management of Trust Investment and Custody assets. S/He is responsible for communicating trading requests of clients to traders and for monitoring the settlement of those trades, as well as, monitoring cash position, daily domestic trades, trades, currency transactions, and documenting completion of tasks. S/He will work closely with operational, tax, fiduciary, investment policy, and compliance areas within the company and will be effective in communicating orally and in writing, with clients, attorneys, and other external contacts. The incumbent must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures. The incumbent will be responsible for training Trust Specialists. Qualifications
The qualified candidate will have 3+ years support position experience with some knowledge of trading or accounting processes and basis understanding of the market. Knowledge of Microsoft Office products is required. Basic knowledge of the stock market is helpful, but not required. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Primary Location:
United States-Massachusetts-Boston Internal Jobcode:
Wealth Management Organization:
WM US Markets-HR14164 Requisition Number: