KPB Trust Officer

Location: City of Albany

* Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues
* Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients with complex financial needs.
* Administers complex fiduciary and/or agency accounts with a proactive, disciplined, consistent and comprehensive approach serving as a Fiduciary for Trust administration and post-death activities of fiduciary relationships
* Analyzes and interprets legal instruments to determine duties and responsibilities of bank
* Fulfills Key’s fiduciary responsibilities, ensuring retention of business and reputation
* Demonstrates awareness of state specific estate and tax planning issues
* Advises field teams and other partners on internal fiduciary issues
* Identifies and resolves potential trust and estate tax-related issues
* Demonstrates and applies sound fiduciary judgment
* Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements
* Anticipates and mitigates risk on assigned accounts
* Assumes accountability for all delegated fiduciary administrative work on assigned accounts
* Teamwork, Respect, Accountability, Integrity and Leadership.
* Supports business objectives through active advocacy and behavioral adoption
* Develops and maintains knowledge of Key’s investment process and results
* Participates in Key Corp’s commitment to community
* Undergraduate degree or equivalent experience, accounting or finance preferred
* A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience
* Demonstrated fiduciary experience
* Experience working with high-net-worth clients, preferably in a private bank
* Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers
* Self-motivated, goal and results driven
* Demonstrated ability to be accountable for a process and/or delivery from end to end
* Ability to plan own workflow to meet deadlines
* Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), 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 or order to support multiple people.
* Ability to interact effectively and collaboratively in a team environment.
* Ability to work, make decisions and manage client relationships independently while managing competing priorities.
* Ability to multi-task, quickly change direction and have an independent work ethic.
* Ability to exercise discretion due to accessing and handling highly sensitive information.
* Demonstrated attention to detail.
* Ability to learn and use proprietary software, databases and systems.
* Proficient in all Microsoft Office Applications Key Bank  is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career.

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