Trust Officer Senior

Kestra Financial, Inc.; Scottsdale (AZ); Híbrido; USD 95.000 - 130.000; Jornada completa

Descripción de la vacante

Kestra Financial, Inc. is seeking a Trust Officer Senior to lead operations and ensure client satisfaction for beneficiaries and referring advisors in a private banking context.

You will establish goals, develop policies, manage budgets, and oversee account administration, audits, and regulatory inquiries, collaborating with advisors and partners to optimize estate and wealth management services.

Formación

• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.

Responsabilidades

• Establish operational goals and delegate assignments to your team.
• Develop policies affecting client operations and broader team impact.
• Analyze situations or data with alignment to enterprise goals.
• Collaborate with financial advisors, business development, and document reviews.
• Implement strategic policies to achieve results.
• Manage budgets, schedules, and performance requirements.
• Navigate sensitive situations to gain acceptance without hurting relationships.
• Handle account administration tasks (opening/closing, monitoring goals, fees, reviews).
• Respond to inquiries from management, auditors, and bank examiners with solutions.
• Support trust administrator familiarity with accounts and procedures.
• Work with professional partners and colleagues.
• Master trust systems to ensure smooth opening and management of accounts.
• Take on other related tasks as assigned.

Conocimientos

Team leadership

Prioritization

Organization

Mentoring junior trust officers

Private banking

Wealth management

Estate settlement

Specialized assets

Herramientas

Trust account systems

Descripción del empleo

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'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