Trust Administrator II

Arden Trust Company; Wilmington (DE); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Trust Administrator II to enhance their personal trust services. In this dynamic role, you will provide vital administrative support to the Trust Officer, managing trust accounts and ensuring client satisfaction. You will engage with financial partners and clients, contributing to multiple projects while identifying and resolving issues. This position offers an opportunity to develop your skills in a collaborative environment, where your contributions will significantly impact families' financial well-being. Join a team committed to excellence and make a difference in the lives of clients by fostering trust and relationships.

Benefits

Full health insurance

Vision insurance

Dental insurance

401(k) plans

Voluntary plans such as car insurance

Legal services

Qualifications

• 3+ years of experience as a Trust Administrator.
• Bachelor's degree in business administration or related field.

Responsibilities

• Support Trust Officer in managing trust accounts and client satisfaction.
• Handle daily account activities and maintain documentation.

Skills

Prioritization

Organization

Trust system experience

Education

Bachelor's degree in business administration

Equivalent education or training

Job description

Job Description

Posted Monday, March 31, 2025 at 6:00 AM

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

As Trust Administrator II, you will report to the Branch Manager. You will provide administrative and data entry support for our Trust Officer to support Trust goals.

RESPONSIBILITIES:

• Support assigned Trust Officer in the administration of trust accounts.
• Work on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, share ideas and suggest process improvements appropriate for level of experience.
• Identify non-routine issues and route or escalate to appropriate team member.
• Work in an ongoing relationship with our associated financial partners and our trust clients.
• Help with account administration functions to ensure our client satisfaction.
• Perform daily account activity:
• Post Receipts
• Raise cash for distributions
• Enter check/wire requests
• Submit ACH transfer instructions
• Handle account inquiries
• Open and close accounts
• Research account discrepancies
• Calculate fee sharing data, including manual calculations
• Administer all systems related to management of trust accounts.
• Maintain all account documentation for current and historical monitoring of accounts.
• Special projects and other related responsibilities assigned.

SKILLS:

• Prioritization and Organization
• Trust system experience

SUPERVISORY RESPONSIBILITIES:

• None

EDUCATION AND EXPERIENCE:

• Bachelor's degree in business administration or other related discipline or the equivalent education, training, or work experience.
• 3+ years' Trust Administrator experience.

CERTIFICATIONS:

• None

INTERNAL APPLICANT 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:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Arden Trust Company (a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

• 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.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.