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 Trust & Estate Administrator III

Details
Country: USA
Location: Florida-Ft. Myers/Naples Ft. Myers, FL
Total applied: 25
Trust & Estate Administrator III

Sales/Retail/Business Development Experience life at Key  Trust & Estate Administrator III At KeyBank, we know all about value-we manage the assets of thousands of customers, who rely on us to provide them with great and dependable service. That's why we're so enthusiastic about you. You've got the kind of talent that doesn't come around everyday, and we want you to become a part of our team. We value our employees and their abilities, and recognize that you're the reason our customers look to us for financial advice and support.We'll rely on you to administer fiduciary and investment accounts for high net worth clients and beneficiaries. You'll analyze and interpret legal instruments; comply with fiduciary requirements, internal policies and procedures; and manage accounts in accordance with policies/procedures. The selected candidate will also maintain expertise in fiduciary, investment, tax and related areas; provide excellent client service; retain/develop profitable client relationships; provide sales support; identify new business opportunities (and coordinate with Community Bank to identify trust/product new business opportunities); and promote a professional atmosphere that encourages the open expression of ideas and opinions. This team player has a bachelor's degree (or equivalent experience); at least 7 years' personal trust administration experience; proven success at business development and team selling; excellent interpersonal and communication skills; strong customer focus; effective time management; and a working knowledge of investment and securities. CFP or CTFA is preferred, along with the completion of Cannon Trust School I, II and III (or equivalent knowledge from other training or experience).Life at Key is exciting, challenging, and rewarding. Just as we help our customers reach their financial goals, we're committed to helping you achieve your personal and professional goals. We offer competitive compensation and comprehensive benefits that will help you fulfill a healthy work/life balance. For more information about KeyBank and to complete an online application and submit your resume, go to www.key.com/careers Be sure to reference position number: PS234038.KeyCorp is an equal opportunity employer M/F/D/V. We're proud to be one of DiversityInc magazine's "Top 50 Companies for Diversity" in 2007.

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