Senior Trust Officer — Wealth & Estate Administration

Arden Trust Company; West Palm Beach (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Training programs

Growth opportunities

Job summary

Arden Trust Company is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and lead a team focused on account administration, client satisfaction, and collaboration with advisors to meet firm goals.

The role emphasizes governance, policy development, and performance of complex trust accounts within a growth-oriented wealth management environment.

Qualifications

• Experience leading teams in private banking, wealth management or estate settlement.
• Ability to mentor junior trust officers and supervise daily operations.
• Strong understanding of trust accounts, fiduciary duties, and regulatory compliance.

Responsibilities

• Set operational goals, create work plans, and delegate to your team.
• Develop policies affecting client operations with potential enterprise impact.
• Guide decisions through in-depth analysis aligned with enterprise goals.
• Collaborate with Financial Advisors and business development to identify opportunities.
• Oversee account administration: openings, closings, fees, reviews and tax prep.
• Ensure compliant processes and timely responses to audits, management and bank examiners.
• Master all trust systems to ensure smooth opening and managing of accounts.

Skills

Team leadership

Prioritization

Mentoring

Private banking

Wealth management

Estate settlement

Job description

Arden Trust Company is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and lead a team focused on account administration, client satisfaction, and collaboration with advisors to meet firm goals.

The role emphasizes governance, policy development, and performance of complex trust accounts within a growth-oriented wealth management environment.