Senior Trust Officer - Special Needs Trust Leader

Kestra PWS; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Opportunities for training and development

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Fiduciary relationships management

Relationship management

Leadership

Organizational skills

Education

Bachelor’s degree in business administration or related discipline

CTFA (Certified Trust Financial Advisor)

Job description

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.