Agency and Trust Officer
CitiWhat You'll Do
Read and interpret client contracts across various portfolios including project finance and capital markets. Execute day-to-day activities against client contractual obligations and track deadlines using the core system. Calculate and process collateral obligations and issue commission collection letters to clients in line with contract terms.
What We're Looking For
Bachelor's degree in economics, finance, business administration or accounting. 2 to 5 years of experience in financial services, particularly in fiduciary services or agency and trust. Fluency in Spanish and proficiency in English, along with advanced skills in Microsoft Word, Excel, and PowerPoint.
What We Offer
A hybrid work model with 3 days in the office and 2 days working remotely. Access to learning and development resources to grow skills in fiduciary operations and programs supporting financial wellbeing and work-life balance.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
English
Employment Type
Full-time
Work Mode
Hybrid