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KeyBank · 16 hours ago

Account and Documentation Services Operations Analyst (Key Private Bank and Institutional Advisory Trusts)

Brooklyn, OH

Full-time

Hybrid

Entry Level

$46K/yr - $70K/yr

1+ years exp

KeyBank is a financial services company seeking an Account and Documentation Services Operations Analyst. The role involves supporting the onboarding of trust accounts, ensuring compliance, and maintaining accurate documentation while delivering exceptional client service.

Banking

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

Qualification

Trust accounting experienceGlobal Plus knowledgeFinancial services operationsMS Excel proficiencyProcess improvementCommunicationCritical thinkingOrganizational skillsTeam collaboration