Trust Administration - Trust Officer Senior

What You’ll Do

• Establish our operational goals and work plans, and delegate assignments to your team.
• Involves in developing policies that affect immediate client operations and may have a broader impact to your team or division.
• Participates in preliminary discovery of new business opportunities; performs administrative reviews; works with Financial Advisors; coordinates with business development and documents review to determine appropriateness of the business.
• Implements strategic policies when selecting methods, techniques, and evaluation criteria to obtain results.
• Establishes and assures adherence to budgets, schedules, work plans, and performance requirements.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Performs account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests, and tax preparation.
• Responds on time to management, auditors, and bank examiners' inquiries as requested; accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Helps develop trust administrator to confirm familiarity with accounts and procedures.
• Works with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.

What You Bring

• Teamwork and leadership orientation.
• Prioritization and organization experience.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.

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).
• Health insurance.
• A competitive benefits package.

Values

• Serve.
• Make it happen.
• One team.