Trust & Estate Analyst: Client-Focused Fiduciary

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

Job summary

KeyBank is seeking a Trust and Estate Analyst to support trust administration for KPB clients and beneficiaries. The role collaborates with Specialty Teams and relationship management, managing fiduciary risk and growing client relationships.

Responsibilities include administering settlements with a Settlement Officer, reviewing client data, and applying fiduciary judgment. The position requires at least 3 years in financial services and a related degree or equivalent experience.

Qualifications

• Bachelor's degree in business-related field preferred.
• General knowledge of fiduciary, financial and/or investment products.
• OR equivalent experience required.

Responsibilities

• Works in partnership with a Trust and Estate Settlement Officer on assigned fiduciary and agency accounts to administer settlements. May serve as primary contact for some account relationships.
• Reviews and maintains client information on trust accounting system and all applicable vendor systems.
• Applies sound fiduciary judgement to trust matters
• Discovers, analyzes and researches client transactions and recommend solutions as needed.
• Analyzes and interprets legal instruments to determine duties and responsibilities of bank as Trustee.
• Develops relationships with clients/beneficiaries and their service providers, such as attorneys and accountants, etc., to grow/maintain relationships. May involve proactive client outreach.
• Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
• 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.
• 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.

Skills

Trust administration

Fiduciary risk

Client relationships

Regulatory compliance

Legal instrument analysis

Team leadership

Integrity

Education

Bachelor's Degree in business-related field

General knowledge of fiduciary, financial and/or investment products and services

OR equivalent experience

Job description

KeyBank is seeking a Trust and Estate Analyst to support trust administration for KPB clients and beneficiaries. The role collaborates with Specialty Teams and relationship management, managing fiduciary risk and growing client relationships.

Responsibilities include administering settlements with a Settlement Officer, reviewing client data, and applying fiduciary judgment. The position requires at least 3 years in financial services and a related degree or equivalent experience.