Trust Administrator Senior

Kestra Financial, Inc.; West Palm Beach (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Kestra Financial, Inc. in West Palm Beach, FL, seeks an experienced Trust Administrator to support a Trust Officer with administrative, operational, and data-entry tasks aligned to trust goals.

The role requires 5+ years of Trust Administrator experience, strong organization, and communication skills, plus proficiency with Microsoft Office. You will handle daily account activity and collaborate with financial partners to ensure client satisfaction.

Qualifications

• Bachelor’s degree in business administration or related discipline or equivalent.
• 5+ years Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multi-task and manage priorities.
• 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.
• Manages multiple medium complexity projects, contributing ideas and improvements.
• Identifies non-routine issues and routes/escalates appropriately.
• Interacts with financial partners and trust clients on an ongoing basis.
• Assists with account administration to ensure client satisfaction.
• Performs daily account activity: posts receipts, enters trade orders, raises distributions, handles inquiries, and researches discrepancies.

Skills

Strong organizational skills

Communication skills

Multi-tasking

Microsoft Office knowledge

Education

Bachelor’s degree in business administration or related discipline

Equivalent combination of education, training, or work experience

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+ year’s Trust Administrator experience.
• Strong organizational and communication skills
• Ability to multi-task
• Working knowledge of Microsoft Office