Trust Officer I

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.  

Must have a solid knowledge of the field and good leadership skills.  Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

What You’ll Do:

 
•    Establishes operational objectives and work plans, and delegate’s assignments to other professionals who provide services to clients managed by the incumbent.   
•    Involved in developing, modifying, and executing policies that affect immediate client operations and may have a minor impact to the organizational unit or division.   
•    Works on issues where analysis of situations or data requires a general knowledge of organizational objectives of the enterprise and/or the client’s 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. 
•    Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business. 
•    Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation. 
•    Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews. 
•    Communicates and works effectively with all professional partners and co-workers. 
•    Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business. 
•    Other related duties assigned as needed. 

What You Bring: 

•    Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience. 
•    0 – 3 year’s Trust Officer experience 
•    A good-working knowledge of all types of Fiduciary relationships. 
•    Strong interpersonal and effective communication skills. 
•    Strong organizational skills and aptitude for detail. 
•    Teamwork and leadership orientation. 
•    Ability to easily adapt to changing work environment. 
•    CTFA (Certified Trust Financial Advisor) designation a plus. 

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.