Trust Administration - Trust Officer Senior
About The Position
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.
Requirements
- Teamwork and leadership orientation.
- Prioritization and Organization
- Experience supervising or mentoring junior trust officers
- Background within private banking, wealth management, or estate settlement teams.
- Experience with specialized assets
Responsibilities
- Establish our operational goals and work plans, and delegate's assignments to your team.
- Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
- Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
- Participate in our preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
- Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
- Establish and assure adherence to budgets, schedules, work plans and performance requirements.
- Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
- Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
- Respond on time to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
- Help develop trust administrator to confirm familiarity with accounts and procedures.
- Work with all professional partners and co-workers.
- Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
- Other related tasks assigned.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
