Overview
Trust Administration – Trust Officer Senior Jobs in West Palm Beach, USA at Arden Trust Company
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business‑management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor‑focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
What You’ll Do:
- Establish operational goals and work plans, and delegate assignments to your team.
- Develop policies that affect immediate client operations and may have a broader impact on your team or division.
- Analyze situations or data requiring deep knowledge of organizational goals.
- 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.
- Ensure adherence to budgets, schedules, work plans and performance requirements.
- Change the thinking of, or gain acceptance from, others in sensitive situations without damaging relationships.
- Perform account administration functions according to internal procedures: account opening, closing, monitoring investment goals, overseeing charging/collecting fees, annual account reviews, encroachment requests and tax preparation.
- Respond promptly to management, auditors and bank examiners’ inquiries; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
- Help develop trust administrators to confirm familiarity with accounts and procedures.
- Work with all professional partners and co‑workers.
- Master all systems involved in Trust account administration to ensure proper flow of opening and managing the business.
What You Bring:
- Experience supervising or mentoring junior trust officers.
- Background within private banking, wealth management, or estate settlement teams.
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 the 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.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
- 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.
#J-18808-Ljbffr
Title: Trust Administration – Trust Officer Senior
Company: Arden Trust Company
Location: West Palm Beach, USA
Category:
