Trust Officer I

Kestra Financial; Wilmington (DE); On-site; USD 85,000 - 125,000; Full time

Job summary

Kestra Financial is seeking a Trust Officer to oversee account administration, ensuring client satisfaction of trust beneficiaries and referring advisors in support of Trust business objectives. Must have solid knowledge of the field and strong leadership skills.

Responsibilities include establishing objectives, policies, budgets, coordinating with advisors, and managing account openings/closings. The role requires adapting to changes and ensuring compliance across trust operations.

Qualifications

• Bachelor’s degree in business administration or related discipline.
• 0–3 years Trust Officer experience.
• Good working knowledge of fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and attention to detail.
• Teamwork and leadership orientation.
• CTFA designation a plus.

Responsibilities

• Establishes operational objectives and work plans, and delegates assignments to professionals.
• Develops, modifies, and executes policies affecting client operations.
• Works on issues requiring knowledge of client objectives and enterprise goals.
• Implements strategic policies to achieve results.
• Manages budgets, schedules, and performance requirements.
• Preliminary discovery of new business opportunities; coordinates with advisors and business development.
• Performs account administration: opening, closing, monitoring objectives, fees, annual reviews, tax preparation.

Skills

Interpersonal communication

Leadership

Detail orientation

Teamwork

Relationship management

Education

Bachelor's degree in business administration

Job description

Lead with Purpose. Partner with Impact.

Must have a solid knowledge of the field and good leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

What You’ll Do:

• Establishes operational objectives and work plans, and delegate’s assignments to other professionals who provide services to clients managed by the incumbent.
• Involved in developing, modifying, and executing policies that affect immediate client operations and may have a minor impact to the organizational unit or division.
• Works on issues where analysis of situations or data requires a general knowledge of organizational objectives of the enterprise and/or the client’s business.
• Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Communicates and works effectively with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
• Other related duties assigned as needed.

What You Bring:

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 0 – 3 year’s Trust Officer experience
• A good-working knowledge of all types of Fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and aptitude for detail.
• Teamwork and leadership orientation.
• Ability to easily adapt to changing work environment.
• CTFA (Certified Trust Financial Advisor) designation a plus.