Senior Trust Officer - Lead Trust Operations

Kestra Financial, Inc.; Milwaukee (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Supportive environment

Training & growth opportunities

Job summary

Arden Trust Company, part of Kestra Holdings, seeks a Trust Officer Senior to lead a team and oversee account administration for trust beneficiaries and their advisors.

You will develop policies, manage budgets, and coordinate with professionals to ensure compliant, efficient trust operations and client satisfaction.

Qualifications

• 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.

Responsibilities

• Establish our operational goals and work plans, and delegate assignments to your team.
• Influence policy development affecting client operations and broader teams.
• Work on complex issues aligned with enterprise goals.
• Identify new business opportunities; perform administrative reviews with advisors and document review.
• Implement strategic policies to achieve results.
• Set budgets, schedules, work plans and performance standards.
• Navigate sensitive situations to gain acceptance without harming relationships.
• Perform trust account administration per procedures: openings, closings, fee collection, reviews, tax prep.
• Coordinate responses to management, auditors, and examiners; provide solutions and reconciliations.
• Help develop trust administration familiarity with accounts and procedures.
• Collaborate with professional partners and colleagues across the firm.
• Master systems for trust account administration to ensure smooth operations.

Skills

Teamwork

Leadership

Prioritization

Organization

Supervising junior staff

Private banking experience

Wealth management exposure

Estate settlement knowledge

Specialized assets experience

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