The Senior Trust Officer fulfills fiduciary responsibilities by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries.
Requirements
- Administers complex trust accounts and trust and estate settlements with a proactive, disciplined, consistent and comprehensive approach.
- Maintains expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement.
- Makes proactive client outreach and/or participates in pre/post call activities as a SME for assigned trust and estate accounts.
- Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees.
- Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
- Serves as mentor by disseminating information and coordinating team activities such as training programs, process training, etc.
Benefits
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance