3 administration coordinator jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional Advisors’ Fund Accounting Team. This role is responsible for processing and reconciling financial transactions, maintaining accurate account records, ensuring timely completion of account activities, and supporting the operational needs of a highly regulated fiduciary environment. The ideal candidate is detail-oriented, organized, and able to manage competing priorities with a strong sense of urgency. This individual must be a self-starter who can work independently while collaborating effectively with internal partners to ensure accuracy, compliance, and exceptional client service. Essential Functions Process financial transactions for Special Needs Pooled Trust accounts, ensuring accuracy, completeness, and timely execution. Monitor work queues and prioritize requests to meet service level...

Location: 540 White Pond Drive Suite F, Akron Ohio Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Essential Functions Leads the delivery of fiduciary advice as part of client servicing and execution of client experience. Develops a strong understanding of family relationships and the needs of current clients as well as...

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Summary KeyBank is seeking a detail-oriented and proactive Senior Management Reporting Analyst – Regulatory Reporting Governance to support the governance, oversight, and risk-based prioritization of Finance-owned financial regulatory reporting processes. This role sits within a growing team that is building governance frameworks, policies, and operating routines from the ground up and will play a critical part in driving alignment, transparency, and accountability across report owners, finance, risk, technology stakeholders, and second line partners.  The role is focused on Finance regulatory reporting activities, including financial, capital, and liquidity-related regulatory reports. Rather than producing regulatory reports directly, this role focuses on advising and supporting report owners by strengthening governance practices, enhancing control environments, and helping teams identify, prioritize, and resolve...