Senior Specialist- Unique Assets

KeyBank•Brooklyn, OH

6d•Hybrid

About The Position

The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc. The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates. The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading.

Requirements

Strong verbal and written communication skills
Detail orientated
Proven problem resolution skills
Excellent organizational, customer service, and interpersonal skills
Ability to prioritize workflow and adapt as needed
Strong peer leadership skills
Participate in Continuous improvement Initiatives

Nice To Haves

B.S. in Business or Finance or equivalent work experience
Knowledge of current systems: Global Plus, TRMS, APA, SharePoint, MS Office, Outlook

Responsibilities

Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processed
Work with line of business to ensure proper documentation is received for all requests
Monitor Global Office Workflow for Incoming wires , Asset Collections, Distributions, and Departmental Requests
Process the transactions for unique asset adjustments, free movement, note and mortgage payments, and trading
Handle re-registering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales.
Responsible for the daily balancing of all cash transactions for the department
Complete secondary reviews of teammate’s work within established SLA’s and ensure that their daily work is secondary reviewed
Participate in audit research
Research and resolve any transaction rejects or outages
Create and/or update current procedures as changes occur in the process
Construct appropriate and professional communications to business partners and external firms
Provide excellent service to trust administrators / associates while completing all requests timely and accurately
Contribute ideas and actively participate in projects to increase efficiency and improve service
Foster teamwork and peer leadership
Cross-train on each desk within the department
Assist in covering open desks due to absence or high volumes
Annual testing of Trust Real Estate Manangent system and Global Plus Releases