Location:

Qualified Candidate must be able to report to the Brooklyn, OH Offices 2 days per week - 4900 Tiedeman Road, Brooklyn, OH

Hours: Monday- Friday from 8:00am-5:00pm

ABOUT THE JOB (JOB BRIEF)

Trust Distributions is responsible to act on the instructions of the Trust Administrator in Key PrivateBank and Wealth Management to effect and coordinate distributions over the life cycle of the trust. The analyst has responsibility to read the governing trust and custody documents and evaluate the legitimacy and appropriateness of the distributions being requested from the trust. The analyst is responsible to ensure that all required authorization documentation is in place to allow the distribution to take place, as well as ensuring that any tax, court accounting, probate administration and IRA compliance ramifications of the distribution are understood and properly addressed. 

ESSENTIAL JOB...