Wealth Account Administration Specialist

KeyBank; Brooklyn (OH); On-site; USD 63,000 - 96,000; Full time

Job summary

KeyBank is seeking an Administrator to manage the execution of trust administration life cycles and the daily admin of non-trust accounts (agency, IRA, custody). The role supports high-net-worth clients within the Relationship Management Team, providing insights and solutions to protect and grow wealth.

Responsibilities include account opening/maintenance, issue resolution, onboarding, and collaboration with internal partners.

Qualifications

• Bachelor’s degree in business-related field or equivalent experience.
• Minimum 3 years of client support experience in trust administration or fiduciary advisory services or equivalent work experience.
• Industry certifications such as CFP, CISP or CWS are preferred.
• Progress toward Cannon Trust Schools I, II, III or equivalent industry training is a plus.

Responsibilities

• Administers non-trust accounts (agency, IRA, custody) with proactive, disciplined approach.
• Performs day-to-day account functions (open/close accounts, asset maintenance, processing bills, cash receipts).
• Researches account issues and recommends solutions.
• Supports onboarding for new clients with Relationship Management Team.
• Explains account mechanics to RM team and clients as needed.
• Provides back-up to team members and maintains client focus and teamwork.
• Ensures service in compliance with KeyBank policies, regulatory, and legal requirements.
• Builds relationships within Key Wealth and with support partners for timely administration.

Skills

Agility

Team collaboration

Accountability

Multi-tasking

Attention to detail

Communication skills

Problem resolution

Organizational skills

High-net-worth clients

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

KeyBank is seeking an Administrator to manage the execution of trust administration life cycles and the daily admin of non-trust accounts (agency, IRA, custody). The role supports high-net-worth clients within the Relationship Management Team, providing insights and solutions to protect and grow wealth.

Responsibilities include account opening/maintenance, issue resolution, onboarding, and collaboration with internal partners.