Trust Administrator Senior

Kestra Financial, Inc.; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Financial, Inc. in Scottsdale, AZ is seeking an experienced Trust Administrator to provide administrative, operational, and data-entry support to a Trust Officer.

You will manage trust accounts, ensure accuracy, and support client relationships across multiple accounts, while maintaining strict data integrity and timely reporting. The role requires strong organizational skills, attention to detail, and the ability to multi-task across multiple projects, with proficiency in Microsoft

Qualifications

• Bachelor's degree in business administration or related discipline.
• 5+ years Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multi-task across projects.
• Working knowledge of Microsoft Office.

Responsibilities

• Supports the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Works on multiple concurrent projects of medium complexity; contributes to complex projects and suggests process improvements.
• Identifies non-routine issues and routes/escalates to the appropriate team member.
• Interacts with financial partners and trust clients.
• Assists with account administration functions to ensure client satisfaction.
• Performs daily account activity: posts receipts, enters pending trade orders, raises cash for distributions, enters check/wire requests, submits ACH transfers, handles inquiries, researches discrepancies, and calculates fee sharing data.

Skills

Organizational skills

Communication skills

Multi-tasking

Education

Bachelor's degree in business administration or related discipline

Equivalent combination of education/experience

Tools

Microsoft Office

Job description

Lead with Purpose. Partner with Impact.

Advanced level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. This role requires moderate experience, strong organizational capabilities, and a high level of proficiency in administrative processes and trust-related workflows.

What you'll Do:

• Supports the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience.
• Identifies non-routine issues and routes/escalates to the appropriate team member.
• Interacts in an ongoing relationship with associated financial partners and trust clients.
• Assists with account administration functions to ensure client satisfaction.
• Performs daily account activity:
  • Posts receipts
  • Enters pending trade orders
  • Raises cash for distributions
  • Enters check/wire requests
  • Submits ACH transfer instructions
  • Handles account inquiries
  • Opens/closes accounts o Researches account discrepancies
  • Calculates fee sharing data, including manual calculations when necessary
• Administers all systems related to management of trust accounts. Maintains all account documentation for current and historical monitoring of accounts. Special projects and other related duties assigned as needed

What You Bring:

• To perform this job successfully, the individual should have the following skills and abilities.
• Bachelor's degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 5+ years Trust Administrator experience.
• Strong organizational and communication skills
• Ability to multi-task
• Working knowledge of Microsoft Office