Senior Trust Officer: Lead Client Trust Ops & Strategy

Kestra Financial, Inc.; West Palm Beach (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Kestra Financial, Inc. seeks a Trust Officer Senior to lead trust operations and oversee client accounts. You will guide the team, develop internal policies, and ensure compliant, efficient administration for beneficiaries and referring advisors, aligning with enterprise goals.

You will supervise junior officers, bring wealth-management expertise, and manage specialized assets while collaborating across departments to drive business opportunities and risk controls.

Qualifications

• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.
• Strong teamwork and leadership skills.

Responsibilities

• Establish operational goals and work plans, and delegate assignments to your team.
• Develop policies affecting immediate client operations and broader team impact.
• Analyze situations or data requiring in-depth knowledge of organizational goals.
• Coordinate with financial advisors, business development and document review to determine business appropriateness.
• 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.
• Respond to inquiries from management, auditors, and bank examiners; provide solutions.
• Perform trust account administration per internal procedures (open/close accounts, monitor goals, fees, reviews, tax prep).
• Work with professional partners and co-workers; master all trust systems.

Skills

Teamwork & leadership

Prioritization

Supervising juniors

Private banking/wealth management

Specialized assets

Job description

Lead with Purpose. Partner with Impact.

As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.

What You’ll Do:

• Establish our operational goals and work plans, and delegate's assignments to your team.
• Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
• Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
• Participate in our 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.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Perform account administration functions according to internal procedures to be efficient and compliant, i.e., 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 administrator to confirm familiarity with accounts and procedures.
• Work with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
• Other related tasks assigned.

What You Bring:

• 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