Senior Trust Officer

Kestra•Dallas, TX

154d

About The Position

Arden Trust Company, part of Kestra Holdings, provides personal trust services to support families and preserve relationships across generations. The Senior Trust Officer oversees the administration of Special Needs Trust accounts and other discretionary account types, while supporting client satisfaction among trust beneficiaries and referring financial advisors and advancing business objectives. The role includes assigning work to subordinates, analyzing organizational data, contributing to new-business discovery, conducting administrative reviews, implementing strategic policies, and ensuring adherence to budgets, schedules, work plans, and performance requirements. The officer also responds to inquiries from management, auditors, and bank examiners and trains and develops trust administrators to ensure familiarity with accounts, processes, policies, and procedures.

Requirements

Bachelor’s degree in business administration or another related discipline, or a comparable combination of education, training, and work experience.
Working knowledge of fiduciary relationships, including management of Special Needs Trusts.
Persuasive relationship management skills.
Leadership skills.
Organizational and prioritization skills.
CTFA (Certified Trust Financial Advisor) certification.

Responsibilities

Delegate assignments to subordinates.
Analyze organizational data.
Participate in discovering new business opportunities.
Perform administrative reviews.
Implement strategic policies to obtain results.
Establish and ensure adherence to budgets, schedules, work plans, and performance requirements.
Respond to inquiries from management, auditors, and bank examiners as requested.
Train and develop trust administrators to ensure familiarity with accounts, processes, policies, and procedures.
Oversee Special Needs Trust account administration and other discretionary account types.
Support satisfaction of trust beneficiaries and referring financial advisors.