Trust Analyst: Elevate Fiduciary Service & Client Growth

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

Job summary

KeyBank seeks a Trust Analyst to support trust administration for institutional clients and their beneficiaries. You will collaborate with the Institutional Advisors team to manage fiduciary risk and deepen profitable relationships, while ensuring service excellence from our Brooklyn, OH location.

Responsibilities include reviewing trust agreements, maintaining client data in accounting systems, forecasting cash needs, and identifying opportunities to enhance client relationships and revenue

Qualifications

• 3 years' experience in the financial industry or other client service roles.

Responsibilities

• Administers assigned accounts with a proactive and disciplined approach.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Reviews and maintains client information on trust accounting system and all applicable vendor system(s).
• Applies sound fiduciary judgment to trust matters.
• Fulfills Key’s fiduciary responsibilities, ensuring retention of business and reputation.
• Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the accounts’ needs and trends, working closely with the Investment Officer.
• Discovers, analyzes and researches client transactions and recommend solutions as needed.

Skills

Client service focus

Account management

Team collaboration

Regulatory awareness

Education

Undergraduate degree or equivalent

Accounting/Finance preferred

Job description

KeyBank seeks a Trust Analyst to support trust administration for institutional clients and their beneficiaries. You will collaborate with the Institutional Advisors team to manage fiduciary risk and deepen profitable relationships, while ensuring service excellence from our Brooklyn, OH location.

Responsibilities include reviewing trust agreements, maintaining client data in accounting systems, forecasting cash needs, and identifying opportunities to enhance client relationships and revenue