KPB Trust Analyst

Location:

Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration related to fiduciary and compliance activities.  Drives fiduciary insight and execution to effectively fulfill our duty to clients.
 

ESSENTIAL JOB FUNCTIONS

 
Compliance

• 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. 

 Fiduciary Expertise

• 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.

 Trust Administration

• 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. 

 Client Management

• Works with Field TOs and TA’s to flawlessly execute our fiduciary duty

 Reputation

• Manages risk and any potential damage to Key’s reputation for sound fiduciary expertise.

Leadership

• 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.

REQUIRED QUALIFICATIONS

•  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 QUALIFICATIONS

 Demonstrated accomplishments in fiduciary administration or compliance environment

• JD,CTFA, CPA, or CFP

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $50,000 to $65,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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