Trust Administration - Trust Officer Senior

Kestra PWS; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Professional development opportunities

Collaborative work environment

Job summary

Kestra PWS is seeking candidates for a key operational role focused on personal trust services. The position requires establishing operational goals, developing policies, and participating in new business opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff.

Employees can expect competitive pay and benefits, including health insurance and a 401(k) plan, in a collaborative environment that prioritizes professional excellence. Opportunities for training and long-term growth are available.

Qualifications

• Strong teamwork and leadership skills required.
• Must be organized and able to prioritize effectively.
• Experience in supervisory roles or mentoring junior staff is essential.
• A background in private banking or wealth management is preferred.
• Familiarity with specialized assets is an advantage.

Responsibilities

• Establish operational goals and work plans.
• Develop policies impacting client operations.
• Participate in discovery of new business opportunities.
• Implement strategic policies and ensure budget adherence.
• Perform account administration functions efficiently.

Skills

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

Job description

Job Description

Posted Tuesday, June 9, 2026 at 8:00 AM

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

Responsibilities

• Establish operational goals and work plans, and delegate assignments to the team.
• Develop policies that affect client operations and may have broader impact on the team or division.
• Work on issues requiring in-depth knowledge of organizational goals of the enterprise.
• Participate in 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.
• Change the thinking of, or gain acceptance from, others in sensitive situations without damaging relationships.
• Perform account administration functions according to internal procedures to be efficient and compliant: 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; accept responsibility for solutions and resolutions to problems, reconciliations and account reviews.
• Help develop trust administrators to confirm familiarity with accounts and procedures.
• Work with all professional partners and co-workers.
• Master all systems involved in trust account administration to ensure proper flow of opening and managing the business.
• Other related tasks as assigned.

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.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long-term growth within the firm.

EEO Statement

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• Kestra Financial has a policy of ensuring equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.