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Administrator at KeyBank - ApplyBlast

Administrator

KeyBank

3 months ago

3.6 on Glassdoor

Brooklyn, Ohio, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Administrator supports the trust administration life cycle by handling daily administration and account maintenance for non‑trust accounts such as agency, custody, and IRA accounts. The role provides high‑quality service to high‑net‑worth clients, collaborates with the relationship management team, and ensures compliance with policies, regulations, and risk controls.

Responsibilities

Administer non‑trust accounts including opening, closing, and asset maintenance
Analyze and resolve account issues recommending solutions
Participate in client onboarding with the Relationship Management team
Ensure compliance with KeyBank policies and regulatory requirements
Build and maintain relationships with internal teams to deliver high‑quality account administration

Skills

Qualifications

Bachelor's DegreeCertified Financial Planner (CFP)Certified IRA Services Professional (CISP)Certified Wealth Strategist (CWS)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!