Administrator

Administrator

Location : 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account maintenance of primarily non-trust accounts (agency, custody and IRA) in accordance with established policies and procedures. The Administrator is critical in providing top quality service to high-net-worth clients and works within the relationship management team, collaborating effectively and providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth.

Responsibilities

• Administers primarily "non-trust" (e.g., agency, IRA and custody) accounts with a proactive, disciplined, consistent and comprehensive approach.
• Performs day-to-day functions (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.).
• Discovers, analyzes and researches account issues and recommends solutions.
• Participates in the onboarding process for new clients in partnership with the Relationship Management Team.
• Participates in pre / post call activities as necessary to explain account mechanics or other relevant impacts to the Relationship Management Team.
• Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
• Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
• Builds and maintains effective working relationships with other team members throughout Key Wealth and support partners to ensure high quality and timely administration of assigned accounts.
• Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications

Experience Qualifications

Licenses and Certifications

Tactical Skills

Core Competencies

Physical Demands

KeyCorp is an Equal Opportunity Employer committed to 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.

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 HR_Compliance@keybank.com.