Full time
KeyBank
Albany, NY, USA
Location: 66 South Pearl Street, Albany New York Job Summary Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth...