What are the responsibilities and job description for the Trust Administration - Trust Officer Senior position at Kestra?
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 a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary account types. You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
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
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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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.