Unique Assets Lead Specialist
KeyBank(1 month ago)
About this role
A Unique Assets Specialist on the Unique Assets team supports Private Bank, Wealth Management, and Institutional Advisors by processing non-marketable assets on the trust accounting system. The role ensures proper documentation is received and maintained for a wide variety of asset types and supports system testing and process improvement initiatives. This position works closely with business partners, transfer agents, and external firms to facilitate accurate asset setup and recordkeeping.
Required Skills
- Documentation Analysis
- Asset Processing
- Cash Balancing
- Re-Registration
- Payment Processing
- Audit Research
- Workflow Monitoring
- Customer Service
- Communication
- Problem Resolution
+2 more
Qualifications
- BS in Business or Finance
About KeyBank
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