KeyBank · 1 day ago
KPB Trust Analyst
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $65K/yr
2+ years exp
Maximize your interview chancesBanking
Insider Connection @KeyBank
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Executes all aspects of administration precisely in accordance with our Trust Procedures.
Demonstrates attention to detail and analysis required to address all fiduciary scenarios.
Assesses work product to identify and mitigate weaknesses in execution and/or process.
Identification, escalation and resolution of any potential risks.
Fulfills Key’s fiduciary responsibilities, actively managing compliance issues in accordance with established procedures.
Consistently makes sound fiduciary decisions.
Maintains expertise in fiduciary, investment, tax, and other related administrative issues.
Analyzes and interprets legal instruments to determine duties and responsibilities of the bank.
Knowledgeable about Trust and Investment Procedures as well as traditional Private Banking business practices.
Identifies and resolves potential trust related issues.
Works with Field TOs and TA’s to flawlessly execute our fiduciary duty.
Manages risk and any potential damage to Key’s reputation for sound fiduciary expertise.
Inspires engaged participation by all team members in effectively and efficiently managing high priority fiduciary matters in a manner that supports the KPB client experience.
Supports business objectives through active advocacy and behavioral adoption.
Promotes a professional team atmosphere that encourages the open expression of ideas and opinions leading to successful execution of our Trust Procedures.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Two plus years of personal trust administration experience or equivalent work experience
Undergraduate degree or equivalent experience
Excellent interpersonal and communications skills (both written and verbal)
Strong customer focus
Ability to work as part of a client servicing team
General knowledge and understanding of fiduciary and/or financial and/or investment products and services
Progress towards the completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience
Preferred
Demonstrated accomplishments in fiduciary administration or compliance environment
JD, CTFA, CPA, or CFP
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10,001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
Company data provided by crunchbase
