Trust Officer Senior

Kestra•Milwaukee, WI

112d

About The Position

Arden Trust Company (Arden Trust), part of Kestra Holdings, provides personal trust services to support families and preserve relationships across generations. As the Trust Officer Senior, you will report to the Branch Manager and oversee account administration to support client satisfaction for trust beneficiaries and referring financial advisors. The role establishes operational goals and work plans, delegates team assignments, contributes to policies affecting client operations, and applies in-depth knowledge of organizational goals to complex issues. It also supports preliminary discovery of new business opportunities and works with financial advisors, business development, and document review to assess business appropriateness. The position implements strategic policies, ensures adherence to budgets and performance requirements, and addresses sensitive situations while maintaining relationships.

Requirements

Teamwork and leadership orientation.
Prioritization and organization skills.
Experience supervising or mentoring junior trust officers.
Background in private banking, wealth management, or estate settlement teams.
Experience with specialized assets.

Responsibilities

Establish operational goals and work plans, and delegate assignments to the team.
Participate in developing policies that affect immediate client operations and may have a broader impact on the team or division.
Analyze situations or data requiring in-depth knowledge of enterprise organizational goals.
Participate in preliminary discovery of new business opportunities; perform administrative reviews; work with financial advisors; and coordinate with business development and document review to determine business appropriateness.
Implement strategic policies and select methods, techniques, and evaluation criteria to obtain results.
Establish and ensure adherence to budgets, schedules, work plans, and performance requirements.
Gain acceptance from others or change their thinking in sensitive situations without damaging relationships.
Perform trust account administration according to internal procedures, including account opening and closing, monitoring investment goals, overseeing fee charging and collection, annual account reviews, encroachment requests, and tax preparation.
Respond promptly to inquiries from management, auditors, and bank examiners, and take responsibility for solutions and resolutions involving problems, reconciliations, and account reviews.
Help develop trust administrators' familiarity with accounts and procedures.
Work with professional partners and co-workers.
Master systems involved in trust account administration to ensure the proper flow of account opening and management.
Perform other related tasks as assigned.