Mutual Fund Broker Trading Lead Specialist

Job Title

This role involves working closely with brokers and external investment managers who handle mutual fund trades for trust clients.

Location: 4900 Tiedeman Road, Brooklyn Ohio. During training one will be required to work onsite. Once training is completed the role will be a hybrid opportunity requiring 2 days on-site each week.

Hours: Monday- Friday from 8:00am-5:00pm.

Essential Job Functions

• Broker Communication & Trade Processing Handle phone calls from brokers and external managers trading mutual funds for trust clients. Post their trade instructions into the Global Plus custody system and manage related wire transfers.
• Cash & Account Reconciliation Balance daily cash activity tied to broker trades and reconcile account records with brokerage statements to ensure accuracy.
• Corporate Actions & Quality Control Process mutual fund corporate actions (e.g., mergers, liquidations) and perform quality checks on receipts and distribution transfers within required service timelines.
• Trade Monitoring & Issue Resolution Confirm trades via Fund/SERV for EB Collective Funds, monitor large liquidations, ensure proper settlement through NSCC, and resolve any transmission or system issues.
• Data Validation & Reporting Validate and post mutual fund activity from brokerage statements, research discrepancies, complete annual audits, and maintain up-to-date broker information.
• Operational Support & System Testing Monitor department and digital mailboxes, cross-train for coverage, participate in system upgrade testing, maintain procedures, and support specialized retirement fund processes (401A, 403B, 457).

Required Qualifications

• High School Diploma or GED
• Excellent verbal and written communication skills, with the ability to convey information clearly and professionally.
• Experience working in an operations or office environment.
• Strong attention to detail and commitment to accuracy.
• Self-motivated with the ability to work independently and manage tasks with minimal supervision.
• Demonstrated success in collaborative, team-oriented environments.
• Proven ability to identify and resolve problems effectively.
• Excellent organizational and time management skills.
• Skilled in managing multiple priorities and meeting deadlines in a fast-paced setting.
• Quick learner with the ability to grasp complex processes and systems.
• Consistent demonstration of Key's core values in daily work.

Preferred Qualifications

• Knowledge of Key systems: Global Plus, Global Office, Fidelity Wealthscape
• Four-year degree in Business or Finance
• Experience in Mutual Fund Operations
• Experience in Trust Operations

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Compensation and Benefits

This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 View email address on click.appcast.io.