Kpb Sr Trust Officer

KeyBank

Brooklyn, Ohio, US
Base: $80,000.00 - $150,000.00 annually; bonus/equ...
Hybrid
7+ years trust administration experience
Complex trust and estate settlement
Fiduciary risk management and compliance
The Senior Trust Officer fulfills fiduciary responsibilities by providing expert trust and estate administration to high-net-worth clients

Job Summary

  • The Senior Trust Officer fulfills fiduciary responsibilities by providing expert trust and estate administration to high-net-worth clients.
  • This role actively manages trust accounts in accordance with established policies to deliver consistent advisory delivery while managing fiduciary risk.
  • The position offers a base salary range of $80,000.00 to $150,000.00 annually with eligibility for incentive compensation.

Matching Summary

The Senior Trust Officer fulfills fiduciary responsibilities by providing expert trust and estate administration to high-net-worth clients.

Salary

Base: $80,000.00 - $150,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Must-have

  • 7+ years trust administration experience
  • Complex trust and estate settlement
  • Fiduciary risk management and compliance
  • Legal instrument analysis and interpretation
  • Discretionary distribution decision making

Nice-to-have

  • Mentoring junior officers and analysts
  • Building relationships with next generation
  • Strategic client outreach and retention
  • Collaborative team leadership approach
  • Proactive problem-solving skills

Key Requirements

  • Bachelor's degree required; Law Degree or advanced degree preferred
  • Minimum 7 years of trust administration or fiduciary advisory experience
  • Certified Trust and Fiduciary Advisor (CTFA) preferred
  • Licensed Attorney/JD or Certified Public Accountant (CPA) preferred

Work Rights

Not specified

Tailored Resume

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