Key Family Wealth Trust Associate

KeyBank•Portland, OR

4d•$27 - $42•Hybrid

About The Position

The Senior Trust Associate provides trust administration support to assigned Trust Officers, helping them manage fiduciary accounts while maintaining a high level of client service. The role also provides sales support and may have leadership responsibility for a team of Associates and/or Assistants. The position performs day-to-day account administration, interprets trust documents for administrative purposes, monitors account activity, coordinates with internal support groups, and responds to client requests. It also supports client management, business pipeline activity, team training and collaboration, and compliance with internal policies and regulatory requirements.

Requirements

Two years of college or equivalent work experience.
Prior experience in a Trust department.
Demonstrated proficiency in customer service, communication, problem-solving, and organizational skills.
Ability to interact effectively in a team environment.
Demonstrated attention to detail.
Proficiency in all Microsoft Office applications.
Excellent written and verbal communication skills.
Ability to make sound decisions based on analysis, experience, and judgment.
Ability to use rigorous logic and methods to solve difficult problems.
Ability to build effective peer relationships, collaborate, and support team objectives.
Detail orientation, adaptability, personal organization, and commitment to personal development.
Ability to promote a professional team atmosphere that encourages open expression of ideas and supports client service.

Nice To Haves

Cannon Level II or equivalent training is preferred.

Responsibilities

Perform day-to-day functions on assigned accounts accurately and by required deadlines, including opening and closing accounts, maintaining assets, processing bills, and handling cash receipts.
Coordinate with internal support areas to ensure account administration is completed.
Read and understand Trust Agreements and related documents for administrative purposes.
Ensure fees are set up correctly as directed by the Trust Officer.
Monitor accounts for overdrafts and uninvested cash, and keep the Trust Officer informed.
Use cash forecasting to estimate account needs and trends, working with the Investment Officer.
Provide front-line service to clients by phone and handle inbound calls on an ACD line.
Research account problems and recommend solutions as appropriate.
Maintain orderly records, confidential account files, and proper workflow.
Prepare reports, correspondence, technical documents, and special projects as requested.
Build and maintain client relationships and provide sales support to the team.
Identify client needs and revenue enhancement opportunities.
Follow up on client issues and communicate with clients through correspondence, telephone calls, and conferences.
Resolve client requests and refer complex inquiries to the Trust Officer; may serve as primary contact for some accounts.
Assist the Trust Officer with planning client meetings and preparing presentations.
Assist with business pipeline activity through Salesforce.
Assist with training Trust Associates and provide backup for other Associates.
Maintain effective working relationships with team members to support high-quality, timely account administration.
Serve as a team resource on processing situations and projects, represent Associate issues to management, and may coordinate team activities as a lead associate.
Comply with internal policies, procedures, and regulatory requirements, and take accountability for work on assigned accounts.
Stay current on developments in trust law, tax law, and other issues related to the trust business.
Participate in professional training, seminars, and self-learning opportunities.