Unique Assets Lead Specialist

Location:

The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc. The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates. The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading.

• Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processed
• Work with line of business to ensure proper documentation is received for all requests
• Monitor Global Office Workflow for Incoming wires, Asset Collections, Distributions, and Departmental Requests
• Process the transactions for unique asset adjustments, free movement, note and mortgage payments, and trading
• Handle re-registering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales.
• Responsible for the daily balancing of all cash transactions for the department
• Complete secondary reviews of teammate's work within established SLA's and ensure that their daily work is secondary reviewed
• Participate in audit research
• Research and resolve any transaction rejects or outages
• Create and/or update current procedures as changes occur in the process
• Construct appropriate and professional communications to business partners and external firms
• Provide excellent service to trust administrators / associates while completing all requests timely and accurately
• Contribute ideas and actively participate in projects to increase efficiency and improve service
• Foster teamwork and peer leadership
• Cross-train on each desk within the department
• Assist in covering open desks due to absence or high volumes
• Annual testing of Trust Real Estate Management system and Global Plus Releases

• Strong verbal and written communication skills
• Detail orientated
• Proven problem resolution skills
• Excellent organizational, customer service, and interpersonal skills
• Ability to prioritize workflow and adapt as needed
• Strong peer leadership skills
• Participate in Continuous improvement Initiatives

• B.S. in Business or Finance or equivalent work experience
• Knowledge of current systems: Global Plus, TRMS, APA, SharePoint, MS Office, Outlook

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $20.00 - $21.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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