Trust Administration - Trust Officer Senior

About the role

The Trust Officer Senior position at Arden Trust Company is a key role within the Kestra Holdings ecosystem. This position oversees Special Needs Trust account administration alongside other discretionary account types. Key responsibilities include ensuring client satisfaction, supporting financial advisors, and managing administrative tasks.

Responsibilities

• Delegate assignments to subordinates
• Analyze organizational data
• Participate in discovery of new business opportunities
• Perform administrative reviews
• Implement strategic policies to achieve results
• Establish and ensure adherence to budgets, schedules, work plans, and performance requirements
• Respond to inquiries from management, auditors, and bank examiners
• Train and develop trust administrators to confirm familiarity with accounts, processes, policies, and procedures

Requirements

• Bachelor’s degree in business administration or other related discipline or equivalent combination of education and experience
• Working knowledge of all types of fiduciary relationships, particularly special needs trusts
• Persuasive relationship management skills
• Leadership and organizational skills
• Ability to prioritize and manage workload effectively

Qualifications

• Minimum of 1 year of service with Kestra
• Minimum of 1 year of service in current role (unless approved by EVP)

Skills

• Strong organizational and prioritization skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Experience with trust administration software

Benefits

• Competitive pay and benefits package
• Health insurance
• Tuition reimbursement for qualified expenses

Pay

Details about pay are not specified in this posting.

Schedule

Details about schedule are not specified in this posting.

Benefits

• 401(k) plan
• Comprehensive benefits package

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.

Company Information

Kestra Holdings is an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company's primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust's expertise in trust services. Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

Apply Now

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