Senior Trust Officer

What You'll Do

• Delegate’s assignments to subordinates.
• Analyze organizational data.
• Participate in discovery of new business opportunities.
• Perform administrative reviews.
• Implements strategic policies to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Responds to management, auditors, and bank examiners’ inquiries as requested.
• Train and develop trust administrator to confirm familiarity with accounts, processes, policies, and procedures.

What You'll Bring

• Bachelor’s degree in business administration or other related discipline or comparable combination of education/training and work experience.
• Working knowledge of all types of Fiduciary relationships including management of special needs trusts.
• Persuasive relationship management.
• Leadership
• Organizational and Prioritization

Qualifications

• CTFA (Certified Trust Financial Advisor) certification preferred.
• Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package

Schedule

Not specified

Pay

Not specified

Skills

• Trust Administration
• Special Needs Trust Management
• Financial Planning
• Client Relationship Management
• Strategic Policy Implementation
• Administrative Review
• Training and Development

Benefits

• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team

Apply Now

Lead with purpose. Apply now and help shape the future of Kestra.