Trust Officer Senior

Overview 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. 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. As the Trust Officer Senior, you will report to the Branch Manager and oversee account administration to ensure satisfaction of both trust beneficiaries and referring financial advisors, supporting our goals. Responsibilities Establish our operational goals and work plans, and delegate assignments to your team. Develop policies that affect immediate client operations and may have a broader impact on your team or division. Analyze situations or data requiring 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. Have the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging relationships. Perform account administration functions according to internal procedures to be efficient and compliant, including 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 and managing the business. Other related tasks assigned. Qualifications Bachelor’s Degree in business administration or other related discipline or equivalent education, training, or work experience. Working knowledge of all types of fiduciary relationships. 7+ years of Trust Officer experience. 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. Internal Application Policy Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year of service in the current role unless approved by EVP. 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. Equal Employment Opportunity Statement You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. #J-18808-Ljbffr Arden Trust Company