Trust Officer Senior

Kestra Financial, Inc.; Scottsdale (AZ); Sur place; USD 110 000 - 150 000; Plein temps

Résumé du poste

Kestra Financial, Inc. is seeking a Trust Officer Senior to lead client account administration and oversee trust operations, reporting to the Branch Manager. You will ensure satisfaction of trust beneficiaries and referring financial advisors while maintaining compliance.

You will develop operational goals, implement policies, supervise staff, and coordinate with advisors and auditors to protect client interests and achieve company objectives.

Qualifications

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

Responsabilités

• Set operational goals, develop team work plans, and delegate assignments.
• Help develop policies affecting client operations.
• Analyze data to align with enterprise goals.
• Collaborate with financial advisors and business development.
• Ensure budgets, schedules, and performance requirements are met.
• Oversee trust account administration including openings, closings, fees, and reviews.
• Respond to inquiries from management, auditors, and bank examiners.
• Master trust systems to ensure smooth operations.
• Perform other related tasks as assigned.

Connaissances

Team leadership

Prioritization

Mentoring

Private banking

Specialized assets

Description du poste

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