KPB Sr Trust Officer

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