Trust Administration - Trust Officer Senior

Kestra Financial•Milwaukee, WI

14h

About The Position

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 operational goals and work plans, and delegate assignments to your team.
Develop 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 the 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 administrators to confirm familiarity with accounts and procedures.
Work with all professional partners and co-workers.
Master all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
Other related tasks assigned.