Senior Trust Officer — Strategic Fiduciary Leader

Arden Trust Company; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement for qualified expenses

Job summary

Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration and coordinate efforts with financial advisors. The ideal candidate will ensure client satisfaction of trust beneficiaries while managing a variety of fiduciary relationships.

Responsibilities include analyzing organizational data, delegating tasks, and implementing strategic policies. A bachelor's degree in a relevant field and leadership experience are required. The position offers competitive pay and various benefits.

Qualifications

• Bachelor's degree in business administration or related discipline or a 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 skills.
• Leadership experience.
• Organizational and prioritization abilities.

Responsibilities

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

Skills

Persuasive relationship management skills

Leadership experience

Organizational and prioritization abilities

Education

Bachelor's degree in business administration or related discipline

Tools

CTFA (Certified Trust Financial Advisor)

Job description

Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration and coordinate efforts with financial advisors. The ideal candidate will ensure client satisfaction of trust beneficiaries while managing a variety of fiduciary relationships.

Responsibilities include analyzing organizational data, delegating tasks, and implementing strategic policies. A bachelor's degree in a relevant field and leadership experience are required. The position offers competitive pay and various benefits.