Senior Trust Officer - Lead Operations & Strategy

Arden Trust Company; Wilmington (DE); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Job summary

Arden Trust Company, part of Kestra Holdings, seeks a Trust Officer Senior to oversee trust account administration and client satisfaction for beneficiaries and referring advisors. The role reports to the Branch Manager and drives operational excellence within a private banking environment.

The position emphasizes policy development, coordination with financial advisors, and ensuring compliant, efficient administration of trust accounts.

Qualifications

• Leadership and team oversight experience in trust and wealth management.
• Strong prioritization and organizational skills.
• Experience supervising or mentoring junior trust officers.
• Background in private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.

Responsibilities

• Establish team goals and delegate assignments.
• Help develop policies affecting client operations.
• Analyze situations requiring deep knowledge of enterprise goals.
• Coordinate with financial advisors and business development for new opportunities.
• Implement policies to achieve results.
• Manage budgets, schedules, and performance standards.
• Handle account administration tasks (opening/closing, reviews, fees).
• Respond to inquiries from management, auditors, and bank examiners.

Skills

Leadership

Prioritization

Mentoring

Wealth management

Specialized assets

Job description

Arden Trust Company, part of Kestra Holdings, seeks a Trust Officer Senior to oversee trust account administration and client satisfaction for beneficiaries and referring advisors. The role reports to the Branch Manager and drives operational excellence within a private banking environment.

The position emphasizes policy development, coordination with financial advisors, and ensuring compliant, efficient administration of trust accounts.