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Revenue Administration - Operations Analyst Job in Cleveland, Ohio US
Monster
 
 
 
 

Job Summary

Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Job Reference Code
78582458

Revenue Administration - Operations Analyst

About the Job

Location:
4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

ABOUT THE JOB (JOB BRIEF)

Revenue Administration supports Key Private Bank, Wealth Management, and Institutional Advisors. The department is expected to ensure a high level of client service while also ensuring that risks to the organization are mitigated.

The team ensures accurate, complete and timely generation of trust fees and provides support to the LOB by assisting with questions and research requests.

ESSENTIAL JOB FUNCTIONS

Demonstrate an understanding of the end-to-end fee process including account setup, maintenance, fee calculation and revenue recognition.
Demonstrate an understanding of the most complex account coding requirements for fees on the Global Plus system. Interpret account set up instructions to ensure appropriate approval for non-standard fees. Understand possible variations and exceptions to coding based on various account types and non-standard fee schedules.
Meet performance objectives for accuracy and timeliness in account coding, fee processing and auditing.
Audit fee information for the set up of new accounts and maintenance of existing accounts for large and/or sensitive clients
Process a variety of fees such as special, miscellaneous, distributions, final and closing fees
Complete calculations for manual fees.
Research and resolve billing inquiries for client.
Document processes performed to written procedures and guidelines.
Contribute ideas for improvement appropriately. Participate in and lead small department initiatives to increase efficiency and improve service.
Assist in the development of positive relationships between the team and Line of Business partners by exhibiting a professional manner on a daily basis.
Construct appropriate and professional communications to our Line of Business partners required by established procedures. Communications may be oral or written and must reflect positively on Key.
Manage time effectively and balance workload to meet required deadlines by exhibiting the ability to multitask and refocus on numerous processes simultaneously.

REQUIRED QUALIFICATIONS

Four year degree in Business or Finance or equivalent work experience.
Prior experience with investment management, trust or trust operations preferred.
Prior experience with revenue recognition, general ledger and finance functions preferred.
Excellent verbal and written communication skills.
Proven analytical and quantitative ability.
Knowledge of Excel, QMF, and/or databases.
Proven experience and success in a team environment.
Proven problem resolution skills.
Excellent organizational skills. Ability to manage multiple priorities.
Proven ability to demonstrate the Key Values.
Ability to learn detailed processes quickly and function independently with limited supervision.
Strong peer leadership skills

Qualified candidate must be able to report to the Tiedeman location 2 times per week and local to Brooklyn, OH.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 03/29/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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 .

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.
 
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