Trust Officer II

Kestra • Wilmington, DE

3d

About The Position

The Trust Officer II is an Intermediate-level role with excellent knowledge of the field with strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

Requirements

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 3+ year’s Trust Officer experience
• A good-working knowledge of all types of Fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and aptitude for detail.
• Teamwork and leadership orientation.
• Ability to easily adapt to changing work environment.
• 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 current role unless approved by EVP.

Nice To Haves

• CTFA (Certified Trust Financial Advisor) designation a plus.

Responsibilities

• Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
• Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
• Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
• Establishes operational objectives and work plans, and delegates assignments to subordinates.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.
• Communicates and works effectively with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
• Other related duties assigned as needed.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree