Account and Documentation Services Operations Analyst (Key Private Bank and Institutional Advisory Trusts)
KeyBank is a financial services company, and they are seeking an Account and Documentation Services Operations Analyst. The role involves supporting the onboarding of trust accounts, ensuring compliance with documentation requirements, and coordinating with other teams to guarantee accurate account setup and coding.
Responsibilities
- Demonstrate an understanding of the end-to-end of the Account Onboarding process including document prep, Know Your Client, account set up, maintenance, and audit
- Responsible for opening trust accounts includes client document preparation, reporting on a quarterly rotation, and providing backup on assigning workflows as needed
- Demonstrate an understanding of account coding requirements, including legal, tax and regulatory aspects, as well as possible variations and exceptions to coding based on various account types as it relates to new trust accounts or maintenance requests
- Audit workflows of other department team members
- Review and revise written procedures
- Positively represent the team and the organization to Line of Business partners, as well as in client interactions. Assist in the development of positive relationships between the team and Line of Business partners by exhibiting professional manners daily
- Meet performance objectives for accuracy and completion in accordance with Service Level Agreements by managing time and balancing workload effectively
- Participate in and lead small department initiatives/projects
- Perform other duties as assigned; duties, responsibilities, and/or activities may change, or new ones may be assigned at any time with or without notice
- Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Skills
- Bachelor's degree in Business or Finance or equivalent work experience
- 1 + years in financial services, operations, or trust accounting experience
- Intermediate to advanced working knowledge of all MS Office programs, with emphasis on MS Excel
- Ability to learn detailed processes quickly and function independently with limited supervision
- Strong Critical Thinking
- Strong work ethic with self-motivation & drive
- Excellent verbal and written communication
- Experience and success in a team environment
- Research and problem-solve complex issues with limited supervision
- Excellent organizational skills, with the ability to manage multiple priorities
- High attention to detail and focus
- Strong peer leadership skills
- Demonstrates ability to identify and implement process improvements
- Ability to sit for extended periods
- Use of PC, phone, copier, and other office equipment
- Minimal travel may be required for training or project support
- Valid driver's license may be necessary depending on location and role responsibilities
- Experience working in financial services operations
- Working knowledge of Global Plus, Global Office
- Working knowledge of Salesforce
- Prior experience in reviewing and coding Trusts
Benefits
- Eligibility for incentive compensation subject to individual and company performance.
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