Senior Trust Officer - Special Needs Trust Leader

Kestra Financial, Inc.; Dallas (TX); Presencial; USD 75.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

Health insurance

Competitive benefits package

Opportunities for training and development

Descripción de la vacante

Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both trust beneficiaries and referring financial advisors. As part of a collaborative team, you will also train trust administrators and manage various fiduciary relationships.

Ideal candidates have a Bachelor’s degree and experience with Fiduciary duties. Kestra offers competitive pay, health insurance, and opportunities for professional growth.

Formación

• Bachelor's degree or equivalent experience required.
• Working knowledge of Fiduciary relationships.
• Experience with special needs trusts preferred.

Responsabilidades

• Oversee Special Needs Trust account administration.
• Ensure client satisfaction for trust beneficiaries.
• Train and develop trust administrators.

Conocimientos

Fiduciary relationships management

Relationship management

Leadership

Organizational skills

Educación

Bachelor’s degree in business administration or related discipline

CTFA (Certified Trust Financial Advisor)

Descripción del empleo

Lead with Purpose. Partner with Impact.

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

What You'll do

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

What you'll Bring

• Bachelor’s degree in business administration or other related discipline or 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.
• Leadership
• Organizational and Prioritization

Certifications

• CTFA (Certified Trust Financial Advisor)