The Agency & Trust Operations Analyst 2 is an intermediate level position responsible for processing client instructions in coordination with other Operations - Transaction Services team.The overall objective of this role is to facilitate the settlement and investigation of agency and trust client transactions.This position will support LATAM agency and trust clients**Responsibilities**:- Process client instructions, provide analytic input in the operative systems according to client instruction.
- Identify and resolve agency and trust client issues, and make process improvement recommendations to leadership- Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services- Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements- Escalate transaction processing issues to the appropriate department and collaborate on a solution- Design and analyze moderately complex reports, in coordination with standards set by direct leadership- Assist with control activities,



and the launch of new products and services- Ensure processes adhere to audit and control policies**Qualifications**:- 0-2 years of relevant experience- Fundamental understanding of banking products, accounting and regulatory policies- Proven ability to perform various concurrent activities/projects in a high-risk environment- Ability to work in a fast-paced environment**Education**:- Bachelor's Degree/University degree or equivalent experience in Business, Accounting, or Finance- Basic/ Intermediate English level, Portuguese is a mostThis job description provides a high-level review of the types of work performed.Other job-related duties may be assigned as required.
**Job Family Group**:Operations - Transaction Services- **Job Family**:Securities and Derivatives Processing- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.
- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.
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📌 Agency & Trust Operations Analyst (Xico)
🏢 Citi
📍 Xico