Internal Audit & Financial Advisory – Senior Consultant - Financial Services - Trust Audits

Internal Audit & Financial Advisory – Senior Consultant – Financial Services – Trust Audits

Bachelor’s degree in a relevant discipline (e.g., Accounting, Finance, or business-related field)
2+ years working in trust auditing, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry
Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access
Professional Certification such as CIFRS, CIA, or similar preferred

Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal and state banking regulations
Ensuring adherence to applicable U.S. banking laws and trust-related regulations
Evaluating the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management
Conducting financial and operational audits to ensure trust accounts are managed in accordance with fiduciary standards and accounting frameworks (GAAP, CIFRS, etc.)
Identifying audit findings, regulatory compliance risks, and operational inefficiencies, and provide recommendations for corrective action
Preparing detailed audit reports with clear and concise findings, recommendations, and risk assessments
Monitoring regulatory changes affecting trust operations and recommend necessary adjustments to internal policies
Assisting in the development and execution of the annual audit plan
Establishing and cultivating business relationships and a professional network
Ability to translate and communicate risk topics and audit issues to client personnel, including executives
Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate