KPB Trust Analyst
Core
Provides trust administration support and fulfills fiduciary responsibilities for Key Private Bank clients and their beneficiaries.
Role type
Trust and Estate Analyst
Builds
Trust and agency accounts for Key Private Bank clients
Domain
Banking / Trust and Estate Administration
Required skills
Fiduciary judgement, Legal instrument analysis, Client relationship management, Financial transaction recording, Taxation law understanding, Regulatory compliance
Preferred skills
Cannon Trust Schools certification, Investment product knowledge
Responsibilities
Administer trust and agency account settlements, Review and maintain client information on trust accounting systems, Analyze client transactions and recommend solutions, Develop relationships with clients and service providers (attorneys, accountants), Mitigate risk by complying with policies and regulations
Seniority
Mid-level, individual contributor