Specialist, Investment Operations in Brooklyn, OH at Key Bank- Corporate

Date Posted: 5/30/2018

Job Snapshot

  • Employee Type:
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Asset Services 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, 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
  • 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


  • 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

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.

Key Technology and Operations (KTO) is Key Bank’s shared services organization for technology, operational, and servicing functions supporting business partners and clients across all lines of business. Within the overall organization, KTO provides efficient, reliable and secure technology; creates an effective variable cost technology delivery model that maximizes the return on IT spend; orchestrates the efficient use of corporate information and technology assets; and supports innovation that creates competitive distinction. KTO is effective and efficient in payment and deposit servicing, loan servicing, exception and dispute processing, investment and support services, sourcing and procurement, as well as enterprise-wide fraud prevention, investigations and operational support to human resources and the Bank’s BSA/AML program.


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: 29503BR

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