Trust Officer

KeyBank

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

Job Summary

  • The Trust Officer fulfills fiduciary responsibilities by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries.
  • Administers complex fiduciary and/or agency accounts with a proactive, disciplined, consistent and comprehensive approach.
  • This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually, plus incentive compensation.

Matching Summary

The Trust Officer fulfills fiduciary responsibilities 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: Listed on provided link

Skills & Requirements

Must-have

  • Fiduciary responsibilities
  • High Net Worth client service
  • Trust and estate tax planning
  • Salesforce or other CRM
  • Relationship management

Nice-to-have

  • Community leadership
  • Agile team collaboration
  • Independent work ethic
  • Attention to detail

Key Requirements

  • Undergraduate degree or equivalent experience
  • 5 years client advisory experience
  • Demonstrated fiduciary experience
  • Experience with high net worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter