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KeyBank · 1 month ago

Unique Assets Lead Specialist

United States

Full-time

Remote

Mid Level

$18.75/hr - $24.52/hr

KeyBank is a financial services company that offers a range of banking and investment solutions. The Unique Assets Lead Specialist will support the Unique Assets team in processing non-marketable assets and ensuring proper documentation for requests. The role involves daily transaction processing, team collaboration, and maintaining high standards of service and accuracy.

Banking

Responsibilities

Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processed

Work with line of business to ensure proper documentation is received for all requests

Monitor Global Office Workflow for Incoming wires, Asset Collections, Distributions, and Departmental Requests

Process the transactions for unique asset adjustments, free movement, note and mortgage payments, and trading

Handle re-registering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales

Responsible for the daily balancing of all cash transactions for the department

Complete secondary reviews of teammate’s work within established SLA’s and ensure that their daily work is secondary reviewed

Participate in audit research

Research and resolve any transaction rejects or outages

Create and/or update current procedures as changes occur in the process

Construct appropriate and professional communications to business partners and external firms

Provide excellent service to trust administrators / associates while completing all requests timely and accurately

Contribute ideas and actively participate in projects to increase efficiency and improve service

Foster teamwork and peer leadership

Cross-train on each desk within the department

Assist in covering open desks due to absence or high volumes

Annual testing of Trust Real Estate Management system and Global Plus Releases

Qualification

Problem resolutionOrganizational skillsCommunication skillsCustomer servicePeer leadershipContinuous improvementDetail orientedB.S. in BusinessGlobal PlusTRMSAPASharePointMS OfficeOutlook