Home
/
Comprehensive
/
Trust Associate III
Trust Associate III-March 2024
Denver
Mar 28, 2026
About Trust Associate III

  Location:1301 5th Avenue - Seattle, Washington 98101

  ABOUT THE JOB

  The Family Wealth Administrative/Trust Associate is a dual role thatprovides both administrative assistance and trust administration support forthe Family Wealth team while maintaining an optimal level of client service.He/She will perform diverse administrative and clerical duties for the teamand is expected and held accountable to add value, work efficiently andconstantly strive to improve internal and external customer experience.

  He/She will have the ability to prioritize and organize work while beingflexible to change with the needs of the business. Ability to quickly learnnew tools and technologies; with interest and experience in usingprofessional media and platforms. Integrity, confidentiality, superiorinterpersonal skills, proactive and detail-oriented with strongorganizational skills and some of the important competencies for the role.Ability to thrive in a fast-paced, team-oriented, deadline-drivenenvironment is necessary.

  ESSENTIAL JOB FUNCTIONS

  Assistant-Level SupportProvides administrative support to Family Wealth team members inclusive ofassisting in the preparation of meeting and proposal materials,Cultivates a positive environment to promote teamwork, high performance,and positivityAssists with special projects for events, new processes or projects andpresentations as they arise, exercises judgment and reasoning skills

  Trust Administration SupportPerforms day-to-day functions as requested accurately and by necessarydeadlines (i.e., checklists, file creation, asset maintenance,process bills, cash receipts, etc.); interfaces with centralizedsupport areas such as Fiduciary Control Group, Trust Operations, Trust Taxand Revenue Administration to ensure completionAssist Trust Associates with assigned accounts on a daily basis for overdraftsUses cash forecasting to determine approximate amount needed for quarterly andannual tax paymentsProvides call-back verification for client requests at the direction of theassigned teamDiscovers, analyzes, and researches account problems and recommendssolutions as appropriateHelps to establish and maintain orderly record keeping system ensuringmaintenance of confidential account files and proper workflowPrepares various reports, correspondence, technical documents, andspecial projects as requestedFollows-up on client issues and relays information to the assigned TrustAssociate and/or Trust Officer through e-mail correspondence and/ortelephone communicationsResolves client requests and refers complex inquiries to the assigned teamBuilds and maintains effective working relationships with other team membersto ensure high quality and timely support of fiduciary accountsServes as a resource for the team on identified processing situations or otherprojects as needed

  ComplianceMaintains compliance with all internal policies and procedures as well as withregulatory requirementsAssumes accountability for assigned projectsParticipates in professional training opportunities including seminars andself -learning opportunities

  REQUIRED QUALIFICATIONS:Two years of college or equivalent work experienceDemonstrated proficiency and effectiveness in strong customer service,communications, problem solving and organizational skillsAbility to interact effectively in a team environmentDemonstrated attention to detailProficient in all Microsoft Office Applications, Internet, Google AppsExercises sound judgment, discretion and confidentiality in all mattersinvolved in this jobTakes initiative and works independently on routine as well as more complexand miscellaneous mattersConfident and resourceful in problem solving, promptly escalating matterswhere necessaryExcellent written and verbal communication skills

  COMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of$26.44to $35.00 per hour depending on location and job-related factorssuch as level of experience. Compensation for this role alsoincludesshort-term incentive compensation subject to individual and companyperformance.

  Please click for a list of benefits for which this position is eligible.Job Posting Expiration Date: 01/22/2024

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

  Qualified individuals with disabilities or disabled veterans who are unable orlimited in their ability to apply on this site may request reasonableaccommodations by emailing .

  KeyCorp is an Equal Opportunity and Affirmative Action Employer committed toengaging a diverse workforce and sustaining an inclusive culture. All

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Sr. Manager of Operations, ADC, AWS Data Center Operations (Military Veterans Encouraged to Apply)
Description Do you like helping U.S. government agencies implement innovative cloud computing solutions and solve technical problems? Are you committed to fundamentally transforming the way national
Assistant-Technical Laboratory - GT Path General BMH GTR
Summary Provides support to the operation of the Laboratory by assisting with pre-analytical and post-analytical processes resulting in optimal patient outcomes. Responsible for assigned shifts and s
Finance Business Systems Analyst
Confluent is pioneering a fundamentally new category of data infrastructure focused on data in motion. Have you ever found a new favorite series on Netflix, picked up groceries curbside at Walmart, o
Account Executive III, Sales
Would you like to be a part of a dynamic and energetic sales team who thrive on innovation and creativity? WCIA 3, Your local News Leader, is looking to add an Account Executive to our team who will
Certified Athletic Trainer - St. Charles
Description 0.75 - Shift Varies Hourly Range: $23.50to $35.25 At Olmsted Medical Center, we value our employees and are committed to providing a comprehensive and competitive benefits package. To kee
Oncology Territory Manager, Hematology - Denver, CO
By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Taked
FSS Coordinator
Description Our Family Self-Sufficiency (FSS) Coordinator position provides an opportunity to work in a mission-driven organization where your continuous work efforts are contributing to the greater
National Hardware Specialist, Automation – Remote – 80% Travel
Wondering what’s within Beckman Coulter Diagnostics? Take a closer look. At first glance, you’ll see that for more than 80 years we’ve been dedicated to advancing and optimizing the laboratory to mov
Dishwasher
Interview candidates and train new staff. Handle customer complaints and inquiries. Responsible for scheduling restaurant staff and delegating tasks. Must be willing to cook and take orders if necess
Laboratory Technician
Our Job Flint Hills Resources is looking for a Laboratory Technician to join our Asphalt Group in Rosemount, MN. Our Team This is a team-based environment that collaborates with operations and techni
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved