Senior Fiduciary & Trust Settlement Lead

Kestra Financial, Inc.; Wilmington (DE); On-site; USD 90,000 - 120,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Trust Officer II to administer closing processes for personal trust accounts, coordinating with beneficiaries, accountants, attorneys, and internal teams to ensure timely tax clearance and asset distribution.

The role requires confidentiality, strong communication, and the ability to work with internal and external partners to achieve settlement goals. A college degree and financial services experience are required.

Qualifications

• College degree required.
• Financial services industry experience required.
• Ability to maintain confidentiality and exercise extreme discretion.
• Proficiency in MS Outlook, Excel, Word and PowerPoint.
• Strong organizational and communication skills.

Responsibilities

• Administer fiduciary accounts and interpret fiduciary documents.
• Engage with beneficiaries to ensure client satisfaction and asset retention.
• Guide internal colleagues on trust termination processes and settlement goals.
• Collaborate with external partners including financial advisors, accountants, and attorneys.
• Interface with tax partners to determine final tax reserves and fiduciary income.
• Oversee asset transfers, retitling, and trust accountings.
• Review trust documents for compliance and accuracy of payments.
• Support reporting to the Trust Administrative Committee.
• Develop new business opportunities from closing trust accounts.

Skills

Confidentiality

Discretion

Communication

Organization

Attention to detail

Education

College degree

Tools

MS Outlook

MS Excel

MS Word

MS PowerPoint

Job description

Kestra Financial, Inc. is seeking a Trust Officer II to administer closing processes for personal trust accounts, coordinating with beneficiaries, accountants, attorneys, and internal teams to ensure timely tax clearance and asset distribution.

The role requires confidentiality, strong communication, and the ability to work with internal and external partners to achieve settlement goals. A college degree and financial services experience are required.