What are the responsibilities and job description for the Trust Associate II position at KeyBank?
Location:
100 Public Square - Cleveland, Ohio 44113ABOUT THE JOB (JOB BRIEF):
Provide trust administration support to enable Trust Real Estate Officer(s) to effectively manage the administration of the real estate assets held in fiduciary accounts while maintaining an optimal level of client service.
ESSENTIAL JOB FUNCTIONS:
Provide support to Trust Real Estate Officers:
- Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open assets, close assets, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Trust Officers to ensure completion.
- Monitor accounts for overdrafts and keep Trust Real Estate Officers informed.
- Provide front- line service to clients in a telephone delivery channel environment.
- Discover, analyze and research account problems and recommend solutions as appropriate.
- Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow.
- Read and understand Trust Agreements and related documents for administrative purposes.
- Manage fee maintenance as directed by Trust Real Estate Officer.
- Prepare various reports, correspondence, technical documents and special projects as requested.
- Assist in preparing client presentations as needed.
- Build and maintain effective working relationships with other team members to ensure high quality and timely administration of real estate assets.
- Keep current on the latest developments in trust law, tax law and other issues related to the trust business.
- Maintain compliance with all internal policies and procedures as well as with regulatory requirements.
- Provide backup for other Associates/Assistants.
Build and maintain strong client contact and provide real estate support:
- Identify client needs and revenue enhancement opportunities.
- May serve as primary contact for some account relationships.
- Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences.
- Resolve client requests and refer complex inquiries to Trust Real Estate Officer.
REQUIRED QUALIFICATIONS:
- High school diploma or equivalent.
- A minimum of one to three years related real estate work experience or equivalent combination of work/educational background.
- Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
- Ability to interact effectively in a team environment.
- Demonstrated attention to detail.
- Proficient in all Microsoft Office Applications.
- Prior experience in a Trust department a plus.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
