Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

Hours: Monday- Friday 8am-5:00pm

Training: In Tiedeman office Monday- Thursday; Friday work from home

Location: 2 days in our Tiedeman office and 3 days from home

ABOUT THE JOB (JOB BRIEF)

The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Asset Services 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.

                                                                                                                  

ESSENTIAL JOB FUNCTIONS

Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processedWork with line of business to ensure proper documentation is received for all requestsMonitor Global Office Workflow for Incoming wires , Asset Collections, Distributions, and Departmental RequestsProcess the transactions for unique asset adjustments, free movement, note and mortgage payments, and tradingHandle 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 departmentComplete secondary reviews of teammate’s work within established SLA’s and ensure that their daily work is secondary reviewedParticipate in audit researchResearch and resolve any transaction rejects or outagesCreate and/or update current procedures as changes occur in the processConstruct appropriate and professional communications to business partners and external firmsProvide excellent service to trust administrators / associates while completing all requests timely and accuratelyContribute ideas  and actively participate in projects to increase efficiency and improve serviceFoster teamwork and peer leadershipCross-train on each desk within the departmentAssist in covering open desks due to absence or high volumesAnnual testing of Trust Real Estate Manangent system and Global Plus Releases

REQUIRED QUALIFICATIONS

Strong verbal and written communication skillsDetail orientatedProven problem resolution skillsExcellent organizational, customer service, and interpersonal skillsAbility to prioritize workflow and adapt as neededStrong peer leadership skillsParticipate in Continuous improvement Initiatives

PREFERRED QUALIFICATIONS

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

Job Posting Expiration Date: 12/17/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.