Senior Trust Associate, Family Wealth

KeyBank; Boise (ID); Hybrid; USD 37,000 - 58,000; Full time

Job summary

KeyBank is seeking a Senior Trust Associate in Salt Lake City to provide administration support and assist Trust Officers in managing fiduciary accounts. The role includes client service, sales support, and leadership responsibilities for a team of Associates or Assistants.

The position requires strong attention to detail, demonstrated customer service, and proficiency with Microsoft Office. Prior trust department experience is preferred, with potential for a lead associate role and training

Qualifications

• Two years of college or equivalent work experience.
• Strong customer service, communication and organizational skills.
• Ability to work well in a team environment.
• Attention to detail is essential.
• Proficient with Microsoft Office applications.
• Prior experience in a Trust department is preferred.

Responsibilities

• Provide trust administration support for fiduciary accounts and aid Trust Officers.
• Support client service by handling inquiries and coordinating with teams.
• Manage daily account activities and maintain accurate records.
• Assist with planning client meetings and preparing presentations.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Customer service

Communication

Problem solving

Organizational skills

Microsoft Office

Education

Two years of college or equivalent work experience

Tools

Salesforce

Trust Accounting System

CE Desktop

Microsoft Office

Job description

KeyBank is seeking a Senior Trust Associate in Salt Lake City to provide administration support and assist Trust Officers in managing fiduciary accounts. The role includes client service, sales support, and leadership responsibilities for a team of Associates or Assistants.

The position requires strong attention to detail, demonstrated customer service, and proficiency with Microsoft Office. Prior trust department experience is preferred, with potential for a lead associate role and training