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$25/hr–$38/hr
Full-time
associate degree
Posted 28d ago
Apply by Aug 8
~40 hrs/week
Responsibilities
Provides trust administration support to Trust Officers by managing account functions, processing distributions, and monitoring cash levels. Maintains strong client relationships and assists in managing business pipeline activity via Salesforce.
Requirements
Requires experience in the financial industry or client service roles, with a preference for trust department experience. An associate's degree in a business-related field is preferred.
Full job description
Location:
4900 Tiedeman Road, Brooklyn Ohio
Job Summary The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service.
Essential Functions
Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC’S/discretionary distributions etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
Reads and understands Trust Agreements and related documents for administrative purposes.
Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist.
Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with the Investment Officer.
Builds and maintains strong client contact and provides sales support to team.
Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist.
May serve as primary contact for some account relationships.
Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
Prepares various reports, correspondence, technical documents and special projects as requested.
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.
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
Comply with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Associate’s degree in business-related field or equivalent work experience. (preferred)
Work Experience
Experience working in the financial industry or other client service roles. (required)
Experience working in a trust department. (preferred)
Skills
Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
Proven ability to collaborate effectively within team environments, including situations where team members are geographically dispersed or working remotely, ensuring clear communication, coordination, and alignment toward shared objectives.
Demonstrated attention to detail.
Proficient in all Microsoft Office Applications and web-based portals
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 hourly rate in the range of $25.00 - $38.46 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.
Please click here for a list of benefits for which this position is eligible.
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.
Job Posting Expiration Date: 08/08/2026
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 [email protected].
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
132,969
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
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, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US
How much do Finance & Accounting jobs in Ohio pay?
Based on 1724 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Ohio right now?
There are currently 5,314 open finance & accounting positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ohio?
Companies currently hiring include JPMorganChase, PNC, Fifth Third Bank, KeyBank, Huntington National Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ohio?
Yes — 1777 of the 5314 open finance & accounting positions offer remote or hybrid work (585 remote, 1192 hybrid).
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