Trust Officer Senior - Closing Unit
Kestra•Wilmington, DE
About The Position
Arden Trust Company, part of Kestra Holdings, provides personal trust services to support families and preserve relationships across generations. The Trust Officer Senior oversees account administration and works to ensure satisfaction for trust beneficiaries and referring financial advisors. The role reports to the Branch Manager and includes setting operational goals, guiding a team, contributing to policies, and supporting trust-related business development and administration.
Requirements
- Teamwork and leadership orientation.
- Prioritization and organizational 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 client operations and may affect the team or division.
- Analyze issues and data using an in-depth understanding 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 assess 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 or change others’ thinking in sensitive situations while preserving relationships.
- Administer accounts according to internal procedures, including account opening and closing, monitoring investment goals, overseeing fee charging and collection, annual reviews, encroachment requests, and tax preparation.
- Respond to inquiries from management, auditors, and bank examiners, and take responsibility for solutions to 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 proper account opening and business management.
- Perform other related tasks as assigned.
Benefits
- Competitive pay and benefits package.
- 401(k).
- Health insurance.
- Supportive, collaborative environment committed to professional excellence.
- Training, development, and long-term growth opportunities.
- Tuition reimbursement for qualified expenses.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
