Hybrid Trust & Estate Analyst

KeyCorp; Brooklyn (OH); Hybrid; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Trust and Estate Analyst to support fiduciary administration for Key Private Bank clients and beneficiaries. You will collaborate with specialty teams to attract and retain clients while maintaining high fiduciary standards and risk controls.

The role involves servicing trust and agency accounts, interpreting legal instruments, and building relationships with attorneys and accountants to deepen client engagement.

Qualifications

• Bachelor's degree in business-related field preferred; fiduciary knowledge required.
• Minimum 3 years of experience in financial services or client service roles.
• Progress toward, or completion of, Cannon Trust Schools I-III or equivalent fiduciary training.
• Strong fiduciary judgement and adherence to regulatory requirements.

Responsibilities

• Collaborate with Trust and Estate Settlement Officer on fiduciary and agency accounts; may be primary contact for some relations.
• Review and maintain client information on trust accounting systems.
• Apply fiduciary judgement to trust matters and recommend solutions.
• Analyze and interpret legal instruments to determine trustee duties.
• Develop relationships with clients, beneficiaries, and service providers to grow accounts.
• Maintain effective teamwork and ensure timely administration of accounts.
• Mitigate risk by complying with KeyBank policies and regulatory requirements.
• Provide backup coverage to team members and support ongoing compliance.

Skills

Trust transactions

Taxation knowledge

Asset distribution

Integrity and loyalty

Fiduciary framework

Team leadership

Decision making

Education

Bachelor's Degree in business-related field

Cannon Trust Schools I-III

Job description

KeyBank is seeking a Trust and Estate Analyst to support fiduciary administration for Key Private Bank clients and beneficiaries. You will collaborate with specialty teams to attract and retain clients while maintaining high fiduciary standards and risk controls.

The role involves servicing trust and agency accounts, interpreting legal instruments, and building relationships with attorneys and accountants to deepen client engagement.