Wilmington Trust
Analyst, Family Office Advisory
Wilmington, DE
Sponsorship not specified$60k-$99kDetected 21 days ago
AccountingAuditingProcess ImprovementCommunicationProblem SolvingCritical ThinkingGAAPInternal Audit
About the role
- Work independently, under general supervision, on dynamic and experienced client teams, as well as with external clients and advisors.
- Assists and participates in related projects as requested.
- Ensure accuracy and integrity of financial data through auditing and reconciliation
Responsibilities
- Assist in the building, maintenance, and enhancement of the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting through a leading technology solution
- Assist in maintaining digital storage of client documents and support portal functionality
- Support team and client training to ensure effective and beneficial use of the digital platform
- Engage in effective verbal, written, and in-person communication with clients, external advisors, and internal partners
- Assist in cutting edge knowledge and support the improvement and implementation of existing and new processes related to family offices that enhance efficiency and effectiveness
- Promote an environment that supports diversity and reflects the M&T Bank brand
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Requirements
- Knowledge and application of Generally Accepted Accounting Principles (GAAP)
- Thorough knowledge of accounting/financial software as well as spreadsheet, word processing and database software
- Master's degree in Business Administration (MBA)
Skills
- Strong verbal and written communication skills
- Strong analytical skills
- Strong critical thinking skills
- Strong problem-solving skills
Compensation
- The pay range for this position is $59,500.00 - $99,100.00 Annual (USD).
Company info
- Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management
Apply directly at Wilmington Trust →Create a free account for alerts like thisView Wilmington Trust immigration profile
This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.