Trust Administrator Senior
What You’ll Do
- Supports the assigned Trust Officer in the administration of trust accounts.
- Works under general supervision with latitude for independent judgment.
- Works on multiple concurrent projects of medium complexity.
- Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience.
- Identifies non-routine issues and routes/escalates to the appropriate team member.
- Interacts in an ongoing relationship with associated financial partners and trust clients.
- Affords assistance with account administration functions to ensure client satisfaction.
- Performs daily account activity:
- Posts receipts
- Enters pending trade orders
- Raises cash for distributions
- Enters check/wire requests
- SUBMITS ACH transfer instructions
- HANDLES account inquiries
- OPEN/CLOSES accounts
- RESEARCHES account discrepancies
- CALCULATES fee sharing data, including manual calculations when necessary
- ADMINISTERS all systems related to management of trust accounts.
- Maintains all account documentation for current and historical monitoring of accounts.
What You Bring
- Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
- Strong organizational and communication skills.
- Ability to multi-task.
- Working knowledge of Microsoft Office.
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 to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.