Trust Officer Senior - Closing Unit

About the role

Arden Trust Company (Arden Trust) is part of Kestra Holdings, 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. Lead with Purpose. Partner with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.

Responsibilities

• Establish operational goals and work plans, and delegate assignments to your team.
• Develop policies affecting immediate client operations, with potential broader impact to team or division.
• Work on issues requiring in-depth knowledge of organizational goals through analysis of situations or data.
• Participate in preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
• Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Change thinking or gain acceptance from others in sensitive situations without damaging relationships.
• Perform account administration functions per internal procedures: account opening, closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests, tax preparation.
• Respond timely to management, auditors, and bank examiners' inquiries; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Help develop trust administrator to confirm familiarity with accounts and procedures.
• Work with all professional partners and co-workers.
• Master all systems involved with Trust account administration to ensure proper flow of opening, managing the business.
• Perform other related tasks as assigned.

Requirements

• Teamwork and leadership orientation.
• Prioritization and organization.
• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.
• Internal applicants must be in good standing with a minimum of 1 year of service with Kestra and 1 year in current role (unless approved by EVP).

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k).
• Health insurance.
• Competitive benefits package.
• 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.