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Trust Tax Administrative Assistant in Brooklyn, OH at Key Bank- Corporate

Date Posted: 1/4/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    1/4/2019

Job Description


JOB BRIEF (PURPOSE)

The Trust Tax Administrative Assistant is an entry level position to provide administration support to enable the Trust Tax Team and Tax Officers to effectively manage the administration of the department and client tax reporting. Responsibilities will include transmittal letters, payment of department invoices, preparation & maintenance of tracking spreadsheets and databases. Maintenance of account files.
ESSENTIAL JOB FUNCTIONS

Support to tax officers:
• Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., new accounts, closing accounts, cash disbursements); interface with centralized support areas such as Field Trust Officers and Associates, Trust Operations and Trust Revenue to ensure completion.
• Provide front- line service to clients in a telephone delivery channel environment.
• Process/distribute department mail including federal & state notices.
• Establish and maintain orderly record keeping system ensuring maintenance of confidential account files and special reports.
• Prepare various reports, correspondence, technical documents and special projects as requested.
• Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts.
• Keep current on the latest developments in trust law, tax law and other issues related to the trust business.
• Maintain compliance with all internal policies and procedures as well as with regulatory requirements.

Build and maintain tax professional knowledge:
• Participate in professional training opportunities including self – learning opportunities
• Perform related duties within department

Actively participate on the Trust Tax team:
  • Provide backup and support for other members of the team.
  • Serve as a resource for the team on projects as needed
REQUIRED QUALIFICATIONS
  • High School Diploma or equivalent
  • Minimum of 3 – 5 years related work experience or equivalent combination of work/educational background
  • Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills
  • Ability to interact effectively in a team environment
  • Proficient in all Microsoft Office Applications
  • Prior experience in a Trust Department



ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Non-Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.

JobID: 33380BR

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