Kpb Trust Officer

KeyCorp

Brooklyn, Ohio, United States
Base: $71,000.00 - $125,000.00 annually; bonus/equ...
Hybrid
5 years client advisory experience
Trust and fiduciary administration expertise
High net worth client relationship management
The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and post-death settlements for high net worth clients

Job Summary

  • The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and post-death settlements for high net worth clients.
  • Candidates must actively produce new revenue and deepen profitable client relationships while adhering to strict internal policies and regulatory requirements.
  • This position offers a base salary range of $71,000.00 to $125,000.00 annually along with eligibility for incentive compensation and comprehensive benefits.

Matching Summary

The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and post-death settlements for high net worth clients.

Salary

Base: $71,000.00 - $125,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive employee benefits package included

Skills & Requirements

Must-have

  • 5 years client advisory experience
  • Trust and fiduciary administration expertise
  • High net worth client relationship management
  • Legal instrument analysis and interpretation
  • State specific estate and tax planning knowledge

Nice-to-have

  • Proactive client engagement strategies
  • Cross-functional team collaboration skills
  • Ability to manage competing priorities
  • Independent work ethic and decision making
  • Proficiency with Salesforce and proprietary systems

Key Requirements

  • Undergraduate degree or equivalent experience
  • Minimum 5 years in trust administration or fiduciary advisory
  • Experience working with ultra-affluent clients
  • Demonstrated fiduciary judgment and compliance adherence

Work Rights

Not specified

Tailored Resume

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