Trust Administration - Trust Officer Senior

Kestra•West Palm Beach, FL

154d

About The Position

Arden Trust Company (Arden Trust), part of Kestra Holdings, provides personal trust services to support families and preserve relationships across generations. The Trust Officer Senior oversees account administration to support client satisfaction among trust beneficiaries and referring financial advisors. The role reports to the Branch Manager and includes setting operational goals and work plans, delegating assignments, contributing to policies affecting client operations, and applying an in-depth understanding of organizational goals to complex issues. The position participates in preliminary discovery of new business opportunities, conducts administrative reviews, works with financial advisors, and coordinates with business development and document review to assess business appropriateness. It administers trust accounts in accordance with internal procedures, maintains compliance and efficiency, responds to management, auditor, and bank examiner inquiries, and helps develop trust administrators' familiarity with accounts and procedures. The role also works with professional partners and coworkers and masters the systems used to open and manage trust accounts.

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.
Contribute to developing policies that affect immediate client operations and may have a broader impact on the team or division.
Analyze issues requiring an in-depth understanding of organizational goals.
Participate in preliminary discovery of new business opportunities and perform administrative reviews.
Work with financial advisors and coordinate with business development and document review to determine whether business is appropriate.
Implement strategic policies by selecting 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 without damaging relationships.
Administer accounts 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 in a timely manner to inquiries from management, auditors, and bank examiners.
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 coworkers.
Master systems involved in trust account administration to ensure the proper flow of account opening and business management.
Perform other related tasks as assigned.