KPB Trust Analyst

KeyCorp
United States
Workplace: HybridFull timeUSD 52,000 - 80,000 annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Client focus","Teamwork","Fiduciary judgment","Integrity","Risk mitigation"]

Provide trust administration support for Key Private Bank clients by managing trust and agency accounts, administering settlements in partnership with Trust and Estate Settlement Officers, and serving as primary contact for select relationships. Review and maintain client information on trust and vendor systems, apply fiduciary judgment, analyze transactions, and interpret legal instruments to determine trustee duties. Build client relationships to retain and grow business while mitigating fiduciary risk in compliance with policies and regulations.

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FursaFursa
KeyCorp
KeyCorp
22 hours ago

KPB Trust Analyst

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Last checked: 22 hours agoStatus: Live

Job Summary

Provide trust administration support for Key Private Bank clients by managing trust and agency accounts, administering settlements in partnership with Trust and Estate Settlement Officers, and serving as primary contact for select relationships. Review and maintain client information on trust and vendor systems, apply fiduciary judgment, analyze transactions, and interpret legal instruments to determine trustee duties. Build client relationships to retain and grow business while mitigating fiduciary risk in compliance with policies and regulations.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Work with a Trust and Estate Settlement Officer to administer fiduciary and agency accounts and support settlements.
  • •Serve as primary contact for some account relationships and maintain client information on trust accounting and applicable vendor systems.
  • •Apply fiduciary judgment to trust matters by analyzing and researching client transactions and recommending solutions as needed.
  • •Analyze and interpret legal instruments to determine the bank’s duties and responsibilities as Trustee.
  • •Develop and maintain relationships with clients and service providers while mitigating fiduciary risk in compliance with policies, procedures, and regulatory/legal requirements.

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

  • •Bachelor's degree in a business-related field (preferred).
  • •Minimum of 3 years of experience working within the financial industry or other client service roles (required).
  • •General knowledge and understanding of fiduciary, financial, and/or investment products and services (or equivalent experience).
  • •Progress towards, or completion of, Cannon Trust Schools I, II and III (or equivalent fiduciary training/knowledge) (preferred).
  • •Ability to manage and record financial transactions related to trust assets in compliance with legal and fiduciary standards.
Experience:3+ yearsFinancial industryClient service
Education:Bachelor's in business-related field
Skills:Client focusTeamworkFiduciary judgmentIntegrityRisk mitigation
Certifications:Cannon Trust Schools ICannon Trust Schools IICannon Trust Schools III

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
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