Bachelor's degree in business administration or a related field, or equivalent experience.
Working knowledge of fiduciary relationships, especially special needs trusts.
Strong relationship management skills.
Proven leadership capabilities.
Excellent organizational and prioritization skills.
Certification as a CTFA (Certified Trust Financial Advisor) is preferred.
Responsibilities
Delegate assignments to team members.
Analyze organizational data to support decision-making.
Participate in identifying new business opportunities.
Conduct administrative reviews to ensure compliance and efficiency.
Implement strategic policies to achieve operational goals.
Establish and enforce budgets, schedules, and performance requirements.
Respond to inquiries from management, auditors, and bank examiners.
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide).
401(k) and comprehensive health insurance.
A supportive and collaborative work environment focused on professional excellence.
Opportunity to assist clients in making significant financial decisions.
Access to training, development, and pathways for long-term career growth.
Tuition reimbursement available for qualified expenses.
Full Job Description
As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary account types. You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
What You'll do
Delegate's assignments to subordinates.
Analyze organizational data.
Participate in discovery of new business opportunities.
Perform administrative reviews.
Implements strategic policies to obtain results.
Establish and assure adherence to budgets, schedules, work plans and performance requirements.
Responds to management, auditors, and bank examiners' inquiries as requested.
Train and develop trust administrator to confirm familiarity with accounts, processes, policies, and procedures.
What you'll Bring
Bachelor's degree in business administration or other related discipline or comparable combination of education/training and work experience.
Working knowledge of all types of Fiduciary relationships including management of special needs trusts.
Persuasive relationship management.
Leadership
Organizational and Prioritization
Certifications
CTFA (Certified Trust Financial Advisor)
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 service in current role unless approved by EVP.
Benefits to support you:
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
