A court accounting is a comprehensive report of the activity within a Trust during a specific time period and is prepared in a specific format to meet requirements of the courts. He/she will interact with internal/external clients, attorneys and probate court personnel. Functions include preparation of court accountings in accounting software FASTER, analyzing and interpreting account records and statements, balancing accounts to customer statements, preparation of accounts for filing, calculating fees and producing checks for filing in various probate courts.
Client Processing - IC1 Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues. Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues. Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions. Contributes to the achievement of team objectives Qualifications
Bachelors degree or the equivalent combination of education and experience is required. 0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United States-Pennsylvania-Pittsburgh Internal Jobcode:
Wealth Management Organization:
Strategy & Service Delivery-HR06265 Requisition Number: