Trust & Estate Analyst — Fiduciary Growth & Client Service

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

Job summary

KeyCorp is seeking a Trust and Estate Analyst to provide trust administration support for Key Private Bank clients and beneficiaries. You will work within Specialty Teams and relationship management to attract, retain, and grow client relationships while managing fiduciary risk and ensuring policy compliance.

The role involves coordinating with Settlement Officers, handling account administration, analyzing client transactions, and interpreting trust documents to fulfill duties as Trustee.

Qualifications

• Bachelor's Degree in business-related field preferred.
• General knowledge of fiduciary, financial and/or investment products or equivalent experience required.
• Minimum 3 years' experience in financial industry or client service roles.

Responsibilities

• Administers settlements for fiduciary and agency accounts with Settlement Officer.
• May act as primary contact for some client relationships.
• Maintains client information in trust accounting and vendor systems.
• Apply fiduciary judgement to trust matters and analyze client transactions.
• Interpret legal instruments to determine duties of the bank as Trustee.
• Builds relationships with clients/beneficiaries and their advisors.

Skills

Trust administration

Fiduciary compliance

Client relationship development

Financial transactions auditing

Legal instrument interpretation

Team collaboration

Risk mitigation

Education

Bachelor's Degree in business-related field

Equivalent experience in fiduciary services

Job description

KeyCorp is seeking a Trust and Estate Analyst to provide trust administration support for Key Private Bank clients and beneficiaries. You will work within Specialty Teams and relationship management to attract, retain, and grow client relationships while managing fiduciary risk and ensuring policy compliance.

The role involves coordinating with Settlement Officers, handling account administration, analyzing client transactions, and interpreting trust documents to fulfill duties as Trustee.