Senior Trust Administrator — Client-Focused Operations

Kestra Financial, Inc.; West Palm Beach (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Kestra Financial, Inc. in West Palm Beach, FL, seeks an experienced Trust Administrator to support a Trust Officer with administrative, operational, and data-entry tasks aligned to trust goals.

The role requires 5+ years of Trust Administrator experience, strong organization, and communication skills, plus proficiency with Microsoft Office. You will handle daily account activity and collaborate with financial partners to ensure client satisfaction.

Qualifications

• Bachelor’s degree in business administration or related discipline or equivalent.
• 5+ years Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multi-task and manage priorities.
• Working knowledge of Microsoft Office.

Responsibilities

• Supports the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Manages multiple medium complexity projects, contributing ideas and improvements.
• Identifies non-routine issues and routes/escalates appropriately.
• Interacts with financial partners and trust clients on an ongoing basis.
• Assists with account administration to ensure client satisfaction.
• Performs daily account activity: posts receipts, enters trade orders, raises distributions, handles inquiries, and researches discrepancies.

Skills

Strong organizational skills

Communication skills

Multi-tasking

Microsoft Office knowledge

Education

Bachelor’s degree in business administration or related discipline

Equivalent combination of education, training, or work experience

Job description

Kestra Financial, Inc. in West Palm Beach, FL, seeks an experienced Trust Administrator to support a Trust Officer with administrative, operational, and data-entry tasks aligned to trust goals.

The role requires 5+ years of Trust Administrator experience, strong organization, and communication skills, plus proficiency with Microsoft Office. You will handle daily account activity and collaborate with financial partners to ensure client satisfaction.