Trust Officer Senior - Closing Unit

Kestra Financial; Wilmington (DE); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Kestra Financial, Inc. is seeking a Trust Officer II to administer closing processes for personal trust accounts, coordinating with beneficiaries, accountants, attorneys, and internal teams to ensure timely tax clearance and asset distribution.

The role requires confidentiality, strong communication, and the ability to work with internal and external partners to achieve settlement goals. A college degree and financial services experience are required.

Formación

• College degree required.
• Financial services industry experience required.
• Ability to maintain confidentiality and exercise extreme discretion.
• Proficiency in MS Outlook, Excel, Word and PowerPoint.
• Strong organizational and communication skills.

Responsabilidades

• Administer fiduciary accounts and interpret fiduciary documents.
• Engage with beneficiaries to ensure client satisfaction and asset retention.
• Guide internal colleagues on trust termination processes and settlement goals.
• Collaborate with external partners including financial advisors, accountants, and attorneys.
• Interface with tax partners to determine final tax reserves and fiduciary income.
• Oversee asset transfers, retitling, and trust accountings.
• Review trust documents for compliance and accuracy of payments.
• Support reporting to the Trust Administrative Committee.
• Develop new business opportunities from closing trust accounts.

Conocimientos

Confidentiality

Discretion

Communication

Organization

Attention to detail

Educación

College degree

Herramientas

MS Outlook

MS Excel

MS Word

MS PowerPoint

Descripción del empleo

Lead with Purpose. Partner with Impact.

The Trust Officer II administers the closing process for all personal trust accounts. Work with trust beneficiaries, accountants, attorneys and partner with internal colleagues in tax, operations, administration, and investments to ensure accurate and timely tax clearance and payments, trust termination fees, and delivery of assets.

What You’ll Do:

• Administer fiduciary accounts and interpret fiduciary documents in accordance with applicable laws, regulations and governing documents.

• Engage with and provide a high level of communication to beneficiaries with a focus on client satisfaction and asset retention, as appropriate.
• Engage with and provide guidance to internal colleagues, including but not limited to, portfolio managers, trust officers and operation colleagues regarding the trust termination process to ensure seamless information flow and achieve settlement goals.
• Collaborate, build, and maintain strong relationships with external business partners, including financial advisors, accountants and attorneys.
• Interface with tax partners to determine final tax reserve and fiduciary income and tax payments. Calculate and pay final account expenses.
• Facilitate retitling of various specialized assets including real estate, partnership interests, etc.
• Review and prepare trust accountings, receipt, release and indemnification agreements. Confirm distribution instructions, initiate, and oversee asset transfers and cash distributions.
• Oversee administrative review of closing trust accounts. Check files for correct forms, codes, and review payments and transactions for accuracy. Review trust document to ensure documents are in compliance.
• Support reporting requirements to the Trust Administrative Committee including timely and accurate reporting.
• Work with appropriate colleagues regarding liquidation and investment strategies for various fiduciary accounts.
• Comply fully with all policies and procedures as well as all regulatory requirements.
• Maintain all appropriate training and continuing education requirements as applicable.
• Strategically work with internal colleagues to develop new business opportunities from closing trust accounts.

What You Bring:

• College degree required
• Financial services experience and industry experience required

• Ability to maintain confidentiality and exercise extreme discretion.

• Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.
• Ability to follow written and oral instructions.
• Exhibit professional phone demeanor.
• Good organizational skills, efficiency skills, and communication skills, both verbal and written.
• Be able to work effectively independently and collaboratively with a broad range of executives and members of the firm.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork.
• CTFA preferred