Trust & Estate Analyst - Client-Focused Fiduciary

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

Benefits offered by this job

Incentive compensation

Job summary

KeyBank is seeking a Trust and Estate Analyst to provide fiduciary support and basic trust administration for KPB clients and beneficiaries. You will collaborate with Specialty Teams to manage accounts, mitigate risk, and grow client relationships with professional service providers.

The role requires a minimum of 3 years in financial services or client-focused roles, with a Bachelor's degree preferred and progress towards Cannon Trust Schools I-III noted as a plus.

Qualifications

• Bachelor's degree preferred in a business-related field with knowledge of fiduciary, financial and/or investment products.
• Minimum 3 years' experience in financial services or client service roles.
• Progress towards or completion of Cannon Trust Schools I-III or equivalent fiduciary training (preferred).

Responsibilities

• Administers settlements for fiduciary and agency accounts in partnership with Settlement Officers.
• Maintains client information on trust accounting and vendor systems.
• Analyzes client transactions and recommends solutions.
• Interprets legal instruments to determine trustee duties.
• Builds relationships with clients and their professionals to grow accounts.
• Ensures fiduciary risk is managed in line with policies and regulatory requirements.

Skills

Fiduciary duties

Trust accounting

Client relationship building

Legal instrument interpretation

Team collaboration

Regulatory compliance

Risk mitigation

Education

Bachelor's degree in business-related field

Equivalent experience / Cannon Trust Schools I-III (preferred)

Job description

KeyBank is seeking a Trust and Estate Analyst to provide fiduciary support and basic trust administration for KPB clients and beneficiaries. You will collaborate with Specialty Teams to manage accounts, mitigate risk, and grow client relationships with professional service providers.

The role requires a minimum of 3 years in financial services or client-focused roles, with a Bachelor's degree preferred and progress towards Cannon Trust Schools I-III noted as a plus.