Trust Officer Senior

Kestra PWS; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Supportive environment

Training & growth opportunities

Job summary

Arden Trust Company, part of Kestra Holdings, seeks a Trust Officer Senior to lead a team and oversee account administration for trust beneficiaries and their advisors.

You will develop policies, manage budgets, and coordinate with professionals to ensure compliant, efficient trust operations and client satisfaction.

Qualifications

• 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.

Responsibilities

• Establish our operational goals and work plans, and delegate assignments to your team.
• Influence policy development affecting client operations and broader teams.
• Work on complex issues aligned with enterprise goals.
• Identify new business opportunities; perform administrative reviews with advisors and document review.
• Implement strategic policies to achieve results.
• Set budgets, schedules, work plans and performance standards.
• Navigate sensitive situations to gain acceptance without harming relationships.
• Perform trust account administration per procedures: openings, closings, fee collection, reviews, tax prep.
• Coordinate responses to management, auditors, and examiners; provide solutions and reconciliations.
• Help develop trust administration familiarity with accounts and procedures.
• Collaborate with professional partners and colleagues across the firm.
• Master systems for trust account administration to ensure smooth operations.

Skills

Teamwork

Leadership

Prioritization

Organization

Supervising junior staff

Private banking experience

Wealth management exposure

Estate settlement knowledge

Specialized assets experience

Job description

Posted Tuesday, July 21, 2026 at 8:00 AM

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 Branch 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 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.
• Master 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

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.

Lead with purpose. Apply now and help shape the future of Kestra.

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.