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Institutional Trust Senior Analyst
The Institutional Trust Senior Analyst role will be responsible for providing day-to-day support for our Institutional Trust Clients including Insurance Companies (domestic and offshore), Non-Profit, Taft Hartley, Municipalities, or Corporate Benefit Accounts. This individual will work with in the Middle Office Line Items teams to ensure client inquiries and requests are completed timely and escalated appropriately until the issue is closed. In addition, the role will support Relationship Managers by ensuring all client needs are being met and assisting with all assigned departmental tasks.
What we can offer you
- Comerica Funded Retirement Plan and 401(K) Matching
- Paid Time Off (PTO)
- Employee Stock Purchase Plan
- Paid Holidays, Floating Cultural Holiday
- Medical, Dental, Vision, Life Insurance
- Flexible Schedules
- Parental Leave and Adoption Assistance programs
- Community Volunteer Opportunities
- 2025 Newsweek's America's Most Responsible Companies and America's Greenest Companies
Position Competencies
Successful incumbents possess integrity and trust, listening skills, problem solving skills, are composed, focused on the customer and action oriented and have interpersonal savvy, intellectual horsepower, a drive for result and strong peer relationships.
Position Responsibilities:
- Develop and maintaining client specific procedures and documenting unique account processing requirements.
- Monitor account balances/activity and initiate actions such as fund and trade orders, contributions and disbursements and required reporting to ensure accounts are in full compliance with established standards to reduce financial and reputational risk to client and bank.
- Verify input for accuracy when processing transactions in an assigned account to minimize financial impact and reputational risk to the client and bank.
- Communicate with clients, and third-party providers such as consultants, auditors, actuaries, investment managers and various internal departments to ensure that all account activity is posted in a timely and accurate manner.
- Monitor and process incoming directives and log them into the appropriate database. Review daily to ensure requested transactions are processed accurately and within established deadlines.
- Complete projects and special requests by the stated deadline. Deliver reports within stated deadline.
- Research, resolve and document all exception situations requesting guidance when necessary to increase knowledge.
Position Qualifications
- Bachelor's degree from an accredited university AND 2 years of financial analysis experience OR High School Diploma AND 5 years of financial analysis experience
- 3 years of experience with Microsoft Word and Excel
- 1 year of experience with Microsoft Access
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
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Comerica Bank
life insurance, parental leave, paid time off, paid holidays, sick time, 401(k), retirement plan
Jun 21, 2025