Trust Officer Senior

Arden Trust Company; Dallas (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Competitive pay & benefits

401(k) and health insurance

Supportive, collaborative environment

Client-focused financial guidance

Training & development opportunities

Tuition reimbursement

Job summary

Arden Trust Company, part of Kestra Holdings, is seeking a Senior Trust Officer to lead trust operations in Dallas, TX. You will oversee account administration, ensuring client satisfaction of beneficiaries and referring financial advisors, while guiding policies and team performance.

The role emphasizes collaboration with financial advisors, development of internal procedures, and adherence to budgets and timelines to support the firm's wealth management goals.

Qualifications

• Experience supervising junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.
• Strong leadership and team coordination.

Responsibilities

• Establish our operational goals and delegate assignments to your team.
• Develop policies affecting client operations and broader teams.
• Analyze situations with deep knowledge of our enterprise goals.
• Collaborate with Financial Advisors and business development; review documents for appropriateness.
• Implement strategic policies to obtain results.
• Establish and assure adherence to budgets, schedules, and performance requirements.
• Manage trust account administration per internal procedures to be efficient and compliant.
• Respond to inquiries from management, auditors, and examiners; provide solutions and resolutions.
• Help develop trust administration procedures and ensure familiarity with accounts.
• Work with all professional partners and co-workers.
• Master all systems involved with Trust account administration to ensure proper flow of opening, managing the business.

Skills

Leadership

Mentoring

Private banking

Wealth management

Estate settlement

Specialized assets

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

Lead with Purpose. Partner with Impact.

As the Trust Officer Senior, you will report to the Regional Trust Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.

What You’ll Do:

• Establish our operational goals and work plans, and delegate's assignments to your team.
• Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
• Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
• Participate in our preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
• Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Respond on time to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Help develop trust administrator to confirm familiarity with accounts and procedures.
• Work with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
• Other related tasks assigned.

What You Bring:

• Teamwork and leadership orientation.
• Prioritization and Organization
• Experience supervising or mentoring junior trust officers
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets

Internal Application 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 to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

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.

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• 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.