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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration, fiduciary responsibilities, and compliance with legal and regulatory standards. Proven ability to manage client relationships and analyze financial transactions while mitigating fiduciary risk.
Highest-signal resume keywords
Trust AdministrationFiduciary ResponsibilitiesFinancial Transaction ManagementClient Relationship ManagementRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fiduciary KnowledgeFinancial Products UnderstandingTrust Asset ManagementLegal Document InterpretationTaxation Laws Application
Soft Skills
Team LeadershipRelationship BuildingAccountabilityProblem Solving
Tools & Technologies
Trust Accounting SystemsVendor Systems
Certifications & Qualifications
Cannon Trust Schools I, II, III
Industry Keywords
Fiduciary Risk ManagementClient ServiceFinancial Industry ExperienceLegal Framework for Trusts
About the role
Key responsibilities & impact- Provide trust administration support and fulfill fiduciary responsibilities for Key Private Bank clients and beneficiaries
- Collaborate with KPB Specialty Teams and relationship management teams to attract, retain, and grow clients
- Actively manage trust and agency accounts in accordance with established policies and procedures while managing fiduciary risk
- Work with a Trust and Estate Settlement Officer to administer assigned fiduciary and agency account settlements
- Serve as the primary contact for some account relationships
- Review and maintain client information on trust accounting and vendor systems
- Apply fiduciary judgment to trust matters
- Discover, analyze, and research client transactions and recommend solutions
- Analyze and interpret legal instruments to determine the bank's trustee duties and responsibilities
- Develop relationships with clients, beneficiaries, attorneys, accountants, and other service providers
- Build effective working relationships with team members and partners for timely, high-quality account administration
- Provide backup to other team members
- Mitigate risk by servicing accounts in compliance with KeyBank policies, regulatory requirements, and legal requirements
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree in business-related field (preferred)
- Equivalent experience (required)
- General knowledge and understanding of fiduciary, financial and/or investment products and services
- Minimum of 3 years of experience working within the financial industry or other client service roles
- Progress towards, or completion of, Cannon Trust Schools I, II and III or equivalent knowledge from other industry or fiduciary training, or equivalent experience (preferred)
- Knowledge of managing and recording financial transactions related to trust assets in compliance with legal and fiduciary standards
- Understanding and applying laws and regulations related to taxation for individuals, trusts, and organizations
- Understanding of trust asset management and distribution according to legal documents and fiduciary responsibilities
- Understanding of duties involving integrity and loyalty in managing assets or interests on behalf of another party
- Understanding of the legal framework governing the creation, administration, and termination of trusts
- Ability to lead, motivate, and develop teams
- Accountability for decisions, actions, and outcomes in professional and fiduciary roles
- Ability to comply with KeyBank policies, procedures, regulatory requirements, and legal requirements
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible workspace options when roles can be performed effectively in a mobile environment
- Inclusive culture and equal opportunity employment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans