Administrator

Administrator

Location: 4900 Tiedeman Road, Brooklyn Ohio

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

• Bachelor's Degree or equivalent experience in business-related field (preferred)

Experience Qualifications

• A minimum of 3 years client support experience in trust administration or fiduciary advisory services or equivalent work experience. (required)

Licenses and Certifications

• Certified Financial Planner (CFP) (preferred)
• Certified IRA Services Professional (CISP) (preferred)
• Certified Wealth Strategist (CWS) (preferred)
• Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training. (preferred)

Tactical Skills

• Demonstrated agility working with diverse teams. Ability to interact effectively and collaboratively in a team environment.
• Demonstrated ability to be accountable for a process and/or delivery from end to end. Ability to multi-task, quickly change direction and have an independent work ethic. Demonstrated attention to detail.
• Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), Strong communication skills (including verbal, phone and written) and problem resolution skills.
• Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner.
• Experience working with high-net-worth clients preferred. Ability to exercise discretion due to accessing and handling highly sensitive information.
• Ability to work, make decisions, and manage client relationships independently while managing competing priorities.
• Ability to learn and use proprietary software, databases and systems. Proficient in all Microsoft Office applications.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

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 salary in the range of $63,000.00 - $96,000.00 annually. 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 eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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.