Trust Administration - Trust Officer Senior

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

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Job summary

Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators.

The position demands a Bachelor's degree in business administration and strong skills in relationship management, leadership, and organization. You will benefit from a supportive work environment and comprehensive benefits, including 401(k) and health insurance.

Qualifications

• Bachelor's degree in business administration or related discipline or equivalent experience.
• Working knowledge of all types of Fiduciary relationships including special needs trusts.
• Strong persuasive relationship management abilities.

Responsibilities

• Oversee Special Needs Trust account administration.
• Delegate assignments to team members.
• Analyze organizational data.
• Identify new business opportunities.
• Implement strategic policies for results.
• Train trust administrators.

Skills

Persuasive relationship management

Leadership

Organizational skills

Prioritization skills

Education

Bachelor’s degree in business administration or related discipline

Job description

Job Overview

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 assignments to subordinates.
• Analyze organizational data.
• Participate in discovery of new business opportunities.
• Perform administrative reviews.
• Implements strategic policies to obtain results.
• Establish and ensure 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.

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.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 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.
• Tuition reimbursement for qualified expenses.

Disclosure

• 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.
• It is the policy of Kestra Financial to ensure 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.