Corporate Trust & Agency Officer

Citi is looking for a Corporate Trust & Agency Officer to manage and safeguard contractual obligations for a dedicated portfolio of corporate trust clients across Mexico and Latin America. In this role, you will execute complex trust and agency transactions covering pension funds, capital markets and project finance structures, while building the verification skills needed to review the work of junior team members. You will also act as the first point of contact for your clients, clarifying instructions and coordinating with operations teams to keep every transaction on track.

Responsibilities

• Execute and manage daily agency and trust contractual obligations for a portfolio of corporate trust clients across Mexico and other Latin American markets.
• Review and interpret complex trust agreements across pension fund, capital markets and pre-financing structures to determine required actions.
• Input and record operational activities in the Issuer Services Workstation platform, following transactional checklists to maintain complete and accurate evidence.
• Calculate and process collateral obligations, including waterfall distributions and client notifications, according to contract terms.
• Serve as the primary contact for an assigned client portfolio, clarifying trust instructions and relaying confirmed actions to operations teams for execution.
• Process commission collection letters and execute fund disbursement instructions within required contractual timeframes.
• Maintain daily control logs that confirm every client instruction has been completed accurately and on schedule.
• Build verification skills by reviewing work completed by junior team members and flagging discrepancies to senior staff.

Required Qualifications & Skills

• Bachelor's degree in Economics, Finance, Business Administration, Accounting or a related field.
• Minimum of 5 years of experience executing operational activities within fiduciary services, agency and trust, or a similar operational control environment.
• Working knowledge of corporate trust structures such as pension funds, capital markets and pre-financing arrangements.
• Fluency in Spanish and working proficiency in English, at a B2 conversational level, to support clients across Latin America.
• Strong communication and negotiation skills to manage client relationships and coordinate instructions with operations teams.
• High attention to detail and strong organizational skills to manage a high volume of contractual instructions accurately, with flexibility to work extended hours and across time zones.
• Advanced skills in Microsoft Word, Excel and PowerPoint, with the ability to navigate multiple operational systems and AI-enabled tools.

Beneficial Skills & Qualifications

• Knowledge of Portuguese is desirable.

What We Offer

• At Citi, you will join a team managing high-value fiduciary relationships across Latin America, with real ownership of client outcomes and a clear path to grow your expertise.
• A hybrid working model with three days in the office and two days working remotely each week.
• Direct exposure to corporate trust clients across Mexico and the wider Latin America region, with a defined path toward a verification and checking role.
• Structured training and mentoring to help you build expertise across fiduciary and agency products.
• Access to Citi's global network, connecting you with operations teams across multiple countries.
• Benefits supporting your financial wellbeing and work-life balance.
• Apply today to take ownership of a dedicated client portfolio and grow your career in corporate trust and agency services at Citi.

Work Availability:  Flexibility to work on holidays and across varying time zones to effectively service Latin American clients. Must be available to work in the office as required by the supervisor

Technical Skills: Advanced knowledge in Microsoft Word, Excel, and PowerPoint. Familiarity with Artificial Intelligence concepts and applications. Capability to use multiple systems simultaneously; ability to absorb modules and commands for day-to-day operations.

Note: This role is situated within the Issuer Services Operational Area, focused on the meticulous execution of operational activities and the development of verification skills for a critical client portfolio, balancing efficiency with stringent control requirements.

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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