VP, Senior Trust Officer

Kestra • Wilmington, DE

4d

About The Position

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose. Partner with Impact.
This is an advanced level role with excellent knowledge of the field and strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

Requirements

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 7 - 10 year’s Trust Officer experience
• A good-working knowledge of all types of Fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and aptitude for detail.
• Teamwork and leadership orientation.
• Ability to easily adapt to changing work environment.

Nice To Haves

• CTFA (Certified Trust Financial Advisor) designation a plus.

Responsibilities

• Establishes operational objectives and work plans, and delegate’s assignments to subordinates.
• Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
• Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establishes and assures 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.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.
• Communicates and works effectively with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
• Other related duties assigned as needed.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees