Position Details

Salary $71K – $125K USD / year

Type Full-Time

Experience senior

Exp. Years 5+ years

Education Undergraduate degree or equivalent experience, accounting or finance preferred

Category Finance & Accounting

About this role

Trust Officer providing fiduciary administration and advisory services to ultra-high-net-worth clients within KeyCorp’s banking group, focusing on complex trust and agency accounts.

Key Responsibilities

Maintain fiduciary expertise; administer complex fiduciary accounts; advise field teams; manage client relationships; participate in pricing and service delivery

Technical Overview

Proficiency in fiduciary processes, estate planning, tax considerations, and client advisory. Strong handling of Salesforce, trust accounting, and COI inquiries.

Ideal Candidate

The ideal candidate is a senior trust officer with 5+ years of ultra‑high net worth fiduciary advisory experience, strong knowledge of trust administration and estate planning, and proficiency with Salesforce and risk/compliance considerations.

Must-Have Skills

Undergraduate degree or equivalent experienceaccounting or finance preferredA minimum of 5 years client advisory experience to ultra-affluent clientsDemonstrated fiduciary experienceExperience with high net worth clientsprivate bankingAbility to plan own workflow to meet deadlines

Nice-to-Have Skills

Proficiency in client service skills and communicationOrganizational skills to balance multiple requestsAbility to work independently with competing prioritiesDiscretion handling highly sensitive information

Tools & Platforms

SalesforceTrust Accounting SystemCE DesktopMicrosoft Office

Required Skills

Fiduciary expertiseTrust administrationEstate planningEstate tax issuesTax planningRisk managementClient advisorySalesforceCenter of InfluenceCOI inquiriesTrust accounting systemMicrosoft Office

Hard Skills

Fiduciary expertiseTrust administrationEstate planningEstate tax issuesTax planningRisk managementClient advisorySalesforceCenter of Influence (COI) inquiriesTrust accounting systemMicrosoft Office

Soft Skills

Client focusCommunicationRelationship buildingProblem solvingTime managementAttention to detail

Industry & Role

Industry Banking

Job Function Deliver expert fiduciary administration and advisory services to high-net-worth clients within a private banking context.

Role Subtype Finance & Accounting

Tech Domains Salesforce, Microsoft Office

Keywords for Your Resume

trust officerfiduciarytrust administrationultra-affluenthigh net worthprivate bankingSalesforceestate planningestate taxcompliancerisk managementcenter of influenceCOIclient advisorytrust accounting systemMicrosoft Office

Deal Breakers

Less than 5 years of client advisory experience, No fiduciary experience, No knowledge of high net worth or private banking contexts

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