Administrator, Financial Consultant, Finance & Banking

Location

4900 Tiedeman Road, Brooklyn Ohio

The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account maintenance of primarily non‑trust accounts (agency, custody, and IRA) in accordance with established policies and procedures. The role is critical in providing top quality service to high‑net‑worth clients and works within the relationship management team, collaborating effectively and providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth.

• Administers primarily "non‑trust" accounts (e.g., agency, IRA and custody) with a proactive, disciplined, consistent and comprehensive approach.
• Performs day‑to‑day functions (open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.).
• Discovers, analyzes and researches account issues and recommends solutions.
• Participates in the onboarding process for new clients in partnership with the Relationship Management Team.
• Participates in pre/post call activities as necessary to explain account mechanics or other relevant impacts to the Relationship Management Team.
• Leads by example and demonstrates client focus and teamwork towards both clients and Key Bank employees; provides back‑up to other team members.
• Mitigates risk by servicing accounts in compliance with Key Bank policies and procedures, as well as with regulatory and legal requirements.
• Builds and maintains effective working relationships with other team members throughout Key Wealth and support partners to ensure high quality and timely administration of assigned accounts.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all Key Bank policies and procedures, including, but not limited to, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

• Bachelor's Degree or equivalent experience in a business‑related field (preferred)

• A minimum of 3 years client support experience in trust administration or fiduciary advisory services or equivalent work experience (required)

• Certified Financial Planner (CFP) (preferred)
• Certified IRA Services Professional (CISP) (preferred)
• Certified Wealth Strategist (CWS) (preferred)
• Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training (preferred)

• Demonstrated agility working with diverse teams; ability to interact effectively and collaboratively in a team environment.
• Demonstrated ability to be accountable for a process and/or delivery from end to end; ability to multi‑task, quickly change direction and work independently; demonstrated attention to detail.
• Proficiency in client service skills (handling client, prospect and Center of Influence inquiries and relationships); strong verbal, phone and written communication skills; problem resolution skills.
• Proficiency in organizational skills including balancing multiple requests and prioritizing tasks efficiently.
• Experience working with high‑net‑worth clients preferred; ability to exercise discretion due to handling highly sensitive information.
• Ability to work, make decisions and manage client relationships independently while juggling competing priorities.
• Ability to learn and use proprietary software, databases and systems; proficiency in all Microsoft Office applications.

• All Key Bank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

• General office – prolonged sitting, ability to communicate face‑to‑face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of computer bags up to 10 lbs.

This position is eligible to earn a base salary in the range of $63,000.00 –…