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KeyBank
KeyBank
Sponsor pentru viza H1BAsigurăriConsultanțăServicii bancare
KeyBank este o companie de servicii bancare și financiare complete, care deservește persoane fizice, întreprinderi mici și instituții mari. Oferta sa include servicii bancare pentru persoane fizice și companii, împrumuturi, credite ipotecare, carduri de credit, administrarea patrimoniului, servicii de investiții și linii de credit, susținute de instrumente de banking online și mobil. KeyBank oferă, de asemenea, resurse pentru bunăstarea financiară, concepute pentru a-i ajuta pe clienți să își dezvolte abilități practice de gestionare a banilor, să își abordeze datoriile și să lucreze pentru atingerea obiectivelor lor financiare.
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KeyBank Trust Analyst

Administer fiduciary and agency accounts for Key Private Bank clients, supporting settlements, interpreting trust documents, and managing fiduciary risk. Build relationships with beneficiaries and other service providers while helping ensure compliant account administration.

USStatele Unite ale AmericiiOHOhio
52.000 $ – 80.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăAnalist

Descriere

  • Support trust administration and fiduciary duties for Key Private Bank clients and beneficiaries.
  • Partner with specialty and relationship management teams to attract, retain, and grow client relationships.
  • Manage trust and agency accounts under established policies and procedures, with attention to fiduciary risk.
  • Work with a Trust and Estate Settlement Officer on assigned fiduciary and agency account settlements.
  • Act as the primary contact for selected account relationships.
  • Review and maintain client records in trust accounting and vendor systems.
  • Use fiduciary judgment when handling trust matters.
  • Research and assess client transactions, then recommend solutions.
  • Interpret legal instruments to establish the bank’s trustee duties and responsibilities.
  • Build relationships with clients, beneficiaries, attorneys, accountants, and other service providers.
  • Work with teammates and partners to deliver timely, high-quality account administration.
  • Provide coverage for other team members as needed.
  • Service accounts in line with KeyBank policies and applicable regulatory and legal requirements to reduce risk.
  • Complete other duties as assigned.

Cerințe

  • A bachelor’s degree in a business-related field is preferred; equivalent experience is required.
  • General knowledge of fiduciary, financial, and/or investment products and services.
  • At least three years of experience in the financial industry or in another client service role.
  • Progress toward or completion of Cannon Trust Schools I, II, and III, equivalent training in the industry or fiduciary field, or equivalent experience is preferred.
  • Knowledge of managing and recording financial transactions involving trust assets in accordance with legal and fiduciary standards.
  • Understanding of tax laws and regulations for individuals, trusts, and organizations, and how to apply them.
  • Understanding of trust asset management and distribution under legal documents and fiduciary responsibilities.
  • Understanding of the integrity and loyalty duties involved in managing assets or interests for another party.
  • Understanding of the legal framework for creating, administering, and terminating trusts.
  • Ability to lead, motivate, and develop teams.
  • Accountability for professional and fiduciary decisions, actions, and outcomes.
  • Ability to follow KeyBank policies and procedures and meet regulatory and legal requirements.
  • benefits

Beneficii

  • May qualify for incentive compensation, including production, commission, and/or discretionary incentives.
  • Flexible workspace options may be available when the role can be performed effectively in a mobile environment.
  • Inclusive culture and equal opportunity employment.
  • Reasonable accommodations are available for qualified individuals with disabilities or disabled veterans.

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