Trust Administrator Senior

Kestra • West Palm Beach, FL

4d

About The Position

Arden Trust Company (Arden Trust), part of Kestra Holdings, provides personal trust services to support families and preserve relationships across generations. The Trust Administrator Senior is an advanced-level professional who provides administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. The role requires moderate experience, strong organizational capabilities, and proficiency in administrative processes and trust-related workflows. The position works under general supervision with latitude for independent judgment, handles multiple concurrent projects of medium complexity, and interacts on an ongoing basis with financial partners and trust clients.

Requirements

• Bachelor’s degree in business administration or another related discipline, or an equivalent combination of education, training, or work experience.
• At least 5 years of Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multitask.
• Working knowledge of Microsoft Office.
• Internal applicants must be in good standing and have at least 1 year of service with Kestra.
• Internal applicants must have at least 1 year of service in their current role unless approved by an EVP.

Responsibilities

• Support the assigned Trust Officer in administering trust accounts.
• Contribute as an active team member to complex projects, share ideas, and suggest process improvements appropriate to experience level.
• Identify non-routine issues and route or escalate them to the appropriate team member.
• Maintain ongoing relationships with associated financial partners and trust clients.
• Assist with account administration functions to support client satisfaction.
• Perform daily account activity, including posting receipts, entering pending trade orders, raising cash for distributions, entering check and wire requests, and submitting ACH transfer instructions.
• Handle account inquiries.
• Open and close accounts and research account discrepancies.
• Calculate fee-sharing data, including manual calculations when necessary.
• Administer systems related to management of trust accounts.
• Maintain account documentation for current and historical monitoring.
• Perform special projects and other related duties as assigned.

Benefits

• Competitive pay and benefits package.
• 401(k).
• Health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

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