Trust Administrator Senior

Kestra Financial • Scottsdale, AZ

2d

About The Position

Advanced level professional responsible for providing administrative, operational, and data‑entry support to a Trust Officer in alignment with trust business goals. This role requires moderate experience, strong organizational capabilities, and a high level of proficiency in administrative processes and trust‑related workflows.

Requirements

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 5+ year’s Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multi-task.
• Working knowledge of Microsoft Office.

Responsibilities

• Supports the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Works on multiple concurrent projects of medium complexity.
• Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience.
• Identifies non-routine issues and routes/escalates to the appropriate team member.
• Interacts in an ongoing relationship with associated financial partners and trust clients.
• Assists with account administration functions to ensure client satisfaction.
• Performs daily account activity: Posts receipts, Enters pending trade orders, Raises cash for distributions, Enters check/wire requests, Submits ACH transfer instructions.
• Handles account inquiries.
• Opens/closes accounts.
• Researches account discrepancies.
• Calculates fee sharing data, including manual calculations when necessary.
• Administers all systems related to management of trust accounts.
• Maintains all account documentation for current and historical monitoring of accounts.
• Special projects and other related duties assigned as needed.

What This Job Offers

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