Trust Officer I - Client & Advisor Trust Ops Lead

Arden Trust Company; Wilmington (DE); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

401(k) plan

Tuition reimbursement

Growth opportunities

Job summary

Arden Trust Company (Arden Trust) is part of Kestra Holdings, a leading wealth management platform. The Trust Officer oversees account administration for trust clients and coordinating with financial advisors to support trust objectives.

The position requires a Bachelor’s degree in business, 0–3 years in trust roles, strong communication, and adaptability. CTFA designation is a plus, with opportunities for growth and development within Kestra’s trusted family of brands.

Qualifications

• Bachelor’s degree in business administration or 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication skills

Organizational skills

Adaptability

Leadership

Education

Bachelor’s degree in business administration

CTFA designation a plus

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, a leading wealth management platform. The Trust Officer oversees account administration for trust clients and coordinating with financial advisors to support trust objectives.

The position requires a Bachelor’s degree in business, 0–3 years in trust roles, strong communication, and adaptability. CTFA designation is a plus, with opportunities for growth and development within Kestra’s trusted family of brands.