Administrator

KeyBank; Brooklyn (OH); Presencial; USD 63 000 - 96 000; Tempo integral

Resumo da oferta

KeyBank is seeking an Administrator to manage the execution of trust administration life cycles and the daily admin of non-trust accounts (agency, IRA, custody). The role supports high-net-worth clients within the Relationship Management Team, providing insights and solutions to protect and grow wealth.

Responsibilities include account opening/maintenance, issue resolution, onboarding, and collaboration with internal partners.

Qualificações

• Bachelor’s degree in business-related field or equivalent experience.
• Minimum 3 years of client support experience in trust administration or fiduciary advisory services or equivalent work experience.
• Industry certifications such as CFP, CISP or CWS are preferred.
• Progress toward Cannon Trust Schools I, II, III or equivalent industry training is a plus.

Responsabilidades

• Administers non-trust accounts (agency, IRA, custody) with proactive, disciplined approach.
• Performs day-to-day account functions (open/close accounts, asset maintenance, processing bills, cash receipts).
• Researches account issues and recommends solutions.
• Supports onboarding for new clients with Relationship Management Team.
• Explains account mechanics to RM team and clients as needed.
• Provides back-up to team members and maintains client focus and teamwork.
• Ensures service in compliance with KeyBank policies, regulatory, and legal requirements.
• Builds relationships within Key Wealth and with support partners for timely administration.

Conhecimentos

Agility

Team collaboration

Accountability

Multi-tasking

Attention to detail

Communication skills

Problem resolution

Organizational skills

High-net-worth clients

Formação académica

Bachelor’s Degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Location: 4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account maintenance of primarily non-trust accounts (agency, custody and IRA) in accordance with established policies and procedures. The is critical in providing top quality service to high-net-worth clients and works within the relationship management team, collaborating effectively and providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth.

Responsibilities

• Administers primarily “non-trust” (e.g., agency, IRA and custody) accounts with a proactive, disciplined, consistent and comprehensive approach.
• Performs day-to-day functions (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.).
• Discovers, analyzes and researches account issues and recommends solutions.
• Participates in the onboarding process for new clients in partnership with the Relationship Management Team.
• Participates in pre/post call activities as necessary to explain account mechanics or other relevant impacts to the Relationship Management Team.
• Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
• Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
• Builds and maintains effective working relationships with other team members throughout Key Wealth and support partners to ensure high quality and timely administration of assigned accounts.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor's Degree or equivalent experience in business-related field (preferred)

Experience Qualifications

• A minimum of 3 years client support experience in trust administration or fiduciary advisory services or equivalent work experience. (required)

Licenses and Certifications

• Certified Financial Planner (CFP) (preferred)
• Certified IRA Services Professional (CISP) (preferred)
• Certified Wealth Strategist (CWS) (preferred)

Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training.

(preferred)

Tactical Skills

• Demonstrated agility working with diverse teams.
• Ability to interact effectively and collaboratively in a team environment.
• Demonstrated ability to be accountable for a process and/or delivery from end to end.
• Ability to multi-task, quickly change direction and have an independent work ethic.
• Demonstrated attention to detail.
• Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), Strong communication skills (including verbal, phone and written) and problem resolution skills.
• Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner.
• Experience working with high-net-worth clients preferred.
• Ability to exercise discretion due to accessing and handling highly sensitive information.
• Ability to work, make decisions, and manage client relationships independently while managing competing priorities.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in all Microsoft Office applications.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date

11/21/2026

Equal Opportunity

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. 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 [e-mail].

Company Culture

#LI-Hybrid KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.