Senior Trust Officer

Arden Trust Company; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement for qualified expenses

Job summary

Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration and coordinate efforts with financial advisors. The ideal candidate will ensure client satisfaction of trust beneficiaries while managing a variety of fiduciary relationships.

Responsibilities include analyzing organizational data, delegating tasks, and implementing strategic policies. A bachelor's degree in a relevant field and leadership experience are required. The position offers competitive pay and various benefits.

Qualifications

• Bachelor's degree in business administration or related discipline or a 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 skills.
• Leadership experience.
• Organizational and prioritization abilities.

Responsibilities

• Delegate assignments to subordinates.
• Analyze organizational data.
• Participate in discovery of new business opportunities.
• Perform administrative reviews.
• Implement strategic policies to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Respond to management, auditors, and bank examiners' inquiries as requested.
• Train and develop trust administrators to confirm familiarity with accounts, processes, policies, and procedures.

Skills

Persuasive relationship management skills

Leadership experience

Organizational and prioritization abilities

Education

Bachelor's degree in business administration or related discipline

Tools

CTFA (Certified Trust Financial Advisor)

Job description

Trust Officer Senior

As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration and other discretionary account types, ensuring client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.

What You'll Do

• Delegate assignments to subordinates.
• Analyze organizational data.
• Participate in discovery of new business opportunities.
• Perform administrative reviews.
• Implement strategic policies to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Respond to management, auditors, and bank examiners’ inquiries as requested.
• Train and develop trust administrators to confirm familiarity with accounts, processes, policies, and procedures.

What You'll Bring

• Bachelor's degree in business administration or other related discipline or a 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 skills.
• Leadership experience.
• Organizational and prioritization abilities.

Certifications

• CTFA (Certified Trust Financial Advisor)

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

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• 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.