Trust Officer Senior

Arden Trust Company; Scottsdale, Northern (AZ, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Arden Trust Company is seeking a Trust Officer Senior to lead a team and oversee trust account administration. You will report to the Branch Manager and drive client satisfaction for beneficiaries and referring advisors.

You will establish goals, develop policies, manage budgets, and coordinate with financial advisors and business development to support enterprise objectives. Strong leadership and trust industry experience are essential.

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 operational goals and delegate assignments to your team.
• Help develop policies affecting client operations and broader team impact.
• Tackle complex issues requiring deep knowledge of organizational goals.
• Identify new business opportunities and coordinate with advisors and business development.
• Implement strategic policies to achieve desired results.
• Ensure budgets, schedules, and performance requirements are met.
• Influence decisions in sensitive situations while maintaining relationships.
• Perform account administration tasks per procedures to stay efficient and compliant.
• Respond to inquiries from management, auditors, and bank examiners with solutions.
• Ensure familiarity with accounts and procedures across trust administration systems.
• Collaborate with professional partners and colleagues across the firm.
• Master all trust account systems to ensure smooth operations.
• Handle other related tasks as assigned.

Skills

Teamwork and leadership

Prioritization

Mentoring junior trust officers

Private banking/wealth management

Specialized assets

Job description

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