Trust Officer

KeyBank

Brooklyn, Ohio, US
Base: $71,000.00 - $125,000.00 annually; bonus/equ...
Hybrid
Fiduciary responsibilities
Trust administration
High net worth clients
The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries

Job Summary

  • The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries.
  • Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
  • This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually, with eligibility for incentive compensation.

Matching Summary

The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries.

Salary

Base: $71,000.00 - $125,000.00 annually; Bonus/Equity: Eligibility for incentive compensation; Benefits: Eligible for benefits

Skills & Requirements

Must-have

  • Fiduciary responsibilities
  • Trust administration
  • High Net Worth clients
  • Wealth management
  • Client relationship management
  • Risk management

Nice-to-have

  • Community leadership
  • Team collaboration
  • Strategic agility
  • Client focus
  • Action oriented

Key Requirements

  • Undergraduate degree or equivalent experience
  • Minimum of 5 years client advisory experience
  • Demonstrated fiduciary experience
  • Experience working with high net worth clients
  • Cannon Level I or II or equivalent preferred

Work Rights

Not specified

Tailored Resume

Cover Letter