Pune Maharashtra Estate accounting Jobs – 65 Open Jobs Today

Analyst - Trust
TIAA —Pune, Maharashtra
- Online application
- Microsoft Excel
- No experience needed
- Finance
10d
Credit Analyst
Avana Companies —Pune, Maharashtra
- ₹15,00,000 - ₹17,00,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- English
Chartered Accountant
Pushpganga Venture —Camp, Pune, Maharashtra
- Full-time
- Microsoft Excel
- Analysis skills
- Accounting
- Health insurance
Quick apply
6d
Financial Reporting - Sr. Associate
Apex Group —Baner, Pune, Maharashtra
- Full-time
- Microsoft Word
- Microsoft Excel
- Finance
Sr. Associate - F&A - I2C 5B
Genpact India Pvt. Ltd. —Pune, Maharashtra
- Full-time
- Hybrid work
- English
- Finance
- Master's degree
Quick apply
Associate - Financial Reporting
Apex Group —Pune, Maharashtra
- Full-time
- Microsoft Word
- Microsoft Excel
- Finance
Associate - Specialist Client Services
TIAA —Pune, Maharashtra
- Online application
- Microsoft Excel
- Finance
- Analysis skills
10d
Accountant
P S Innovative Creation —Ravet, Pune, Maharashtra
- ₹15,000 - ₹18,000 a month
- Full-time
- Microsoft Excel
- Finance
- Bachelor's degree
Quick apply
Application Support Engineer
Accenture —Pune, Maharashtra
- Full-time
- Accounting
- Budgeting
- Communication skills
Financial Reporting-Associate/Sr.Associate/AVP
Apex Group —Baner, Pune, Maharashtra
- Full-time
- Microsoft Word
- Microsoft Excel
- Finance
Digital-Quantum - Senior
EY —Pune, Maharashtra
- Microsoft Powerpoint
- Oracle
- Computer Science
Chartered Accountant
Emgage —Pune, Maharashtra
- ₹6,00,000 a year
- Full-time
- Accounting
Quick apply
EYP - CF - Senior
EY —Pune, Maharashtra
- Microsoft Excel
- PMP
- Finance
Fund Services.Intern
Citco —Pune, Maharashtra
- Full-time
- English
Delivery Lead - ClosedEnded FIT
Apex Group —Baner, Pune, Maharashtra
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Financial Consultant
MITCON Consultancy & Engineering Services —Pune, Maharashtra
- Finance
- Master's degree
- Bachelor's degree
FIT - Senior Associate
Apex Group —Baner, Pune, Maharashtra
- Full-time
- Microsoft Office
- Accounting
Controllership Analyst
Accenture —Pune, Maharashtra
- Full-time
- Accounting
FIT - AVP1 Paxus
Apex Group —Baner, Pune, Maharashtra
- Full-time
- Team management
- Accounting
Account Managers
PraataH Business Services —Pune, Maharashtra

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Analyst - Trust

TIAA -
Pune, Maharashtra

Apply Now

Job details

Full-time
10 days ago

Qualifications

Microsoft Excel
Process improvement
Accounting principles
No experience needed
Finance
Six Sigma
Analysis skills
Bachelor's degree
Accounting
Customer relationship management
Accounting
Tax experience

Full job description

Trust Analyst
Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations.

Key Responsibilities and Duties

Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
5IC

Position Overview : The Trust Analyst manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations. This role ensures operational excellence in trust administration while maintaining accuracy, regulatory compliance, and strong client service.

Key Responsibilities and Duties:

Execute complex trust transactions including distributions, asset transfers, and trust terminations
Process estate settlements, trust modifications, and beneficiary changes
Manage trust accounting, income allocation, and trustee reporting
Perform quality checks on trust transactions to identify errors or discrepancies
Conduct root cause analysis and implement corrective actions to reduce error rates
Analyze workflows and identify opportunities for automation and efficiency gains
Develop and maintain standard operating procedures
Support onboarding by training new team members on trust systems, workflows, and regulations

Educational Requirements: Bachelor’s degree in finance, Accounting, Business, or related field

Work Experience:

5-7 years of trust administration or fiduciary services experience
Knowledge of trust taxation and accounting principles
Proficiency in trust administration systems and advanced Excel
Excellent analytical skills and attention to detail

Preferred

Experience with trust administration platforms (SEI, Fiserv)
Process improvement experience (Lean, Six Sigma)

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

_____________________________________________________________________________________________________

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Apply Now

Refine Your Search

estate accounting jobs in pune maharashtra

Analyst - Trust

Credit Analyst

Chartered Accountant

Financial Reporting - Sr. Associate

Sr. Associate - F&A - I2C 5B

Associate - Financial Reporting

Associate - Specialist Client Services

Accountant

Application Support Engineer

Financial Reporting-Associate/Sr.Associate/AVP

Digital-Quantum - Senior

Chartered Accountant

EYP - CF - Senior

Fund Services.Intern

Delivery Lead - ClosedEnded FIT

Financial Consultant

FIT - Senior Associate

Controllership Analyst

FIT - AVP1 Paxus

Account Managers

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