Senior Trust Officer

Kestra Financial • Dallas, TX

13d

About The Position

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.

Requirements

• 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

Nice To Haves

• CTFA (Certified Trust Financial Advisor)

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Senior