What are the responsibilities and job description for the Unique Assets Lead Specialist position at KeyBank?
Location:
4900 Tiedeman Road, Brooklyn Ohio
ABOUT THE JOB (JOB BRIEF)
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.
ESSENTIAL JOB FUNCTIONS
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
REQUIRED QUALIFICATIONS
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
PREFERRED QUALIFICATIONS
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 $ $24.52 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.This position is eligible to earn a base hourly rate in the range of $ $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.
Job Posting Expiration Date: 03/09/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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
LI-Remote
Salary : $21 - $25