Professional work environment but needs improvement in personal interaction amongst
Tax Coordinator (Current Employee) – Pittsburgh, PA – 20 August 2014
I perform various job functions throughout my day. I work on Account Openings, Maintenance on existing Accounts with BNY Mellon per directions provided by our Client Service teams, process reports which reflect the daily workflow of various groups with our department, review and approve tax documentation for newly opened account or pre-existing accounts based on the new FACTA regulations. During my career I have learned a lot about trades, settlements, interest and dividend payouts, sub-custodians, ERISA processing, IRS regulations and risks, and several different types of internal computer programs. I truly enjoy my co-workers not only professionally but on a personal basis. I have worked with many hard working and knowledgeable individuals and have been fortunate enough to have gotten to know many of them personally. The hardest part of my job would the systems we use not always working properly therefore causing delays in our processes. The most enjoyable part of the job is having an opportunity to interact with many person internally and externally while performing my job duties. I enjoy developing trust with our clients and therefore having a good relationship with them.
Flexibility when time is needed to take off, Learning experiences
Wealth Manager & Investment Analyst (Current Employee) – Toronto – 11 March 2017
Good place to work at with great people and management. Client interaction and opportunity to get ahead of your peers with that added responsibility is a big plus. Great environment that encourages collaboration.