Trust Operations Lead – Client Impact

Kestra Financial; Wilmington (DE); On-site; USD 85,000 - 125,000; Full time

Job summary

Kestra Financial is seeking a Trust Officer to oversee account administration, ensuring client satisfaction of trust beneficiaries and referring advisors in support of Trust business objectives. Must have solid knowledge of the field and strong leadership skills.

Responsibilities include establishing objectives, policies, budgets, coordinating with advisors, and managing account openings/closings. The role requires adapting to changes and ensuring compliance across trust operations.

Qualifications

• Bachelor’s degree in business administration or related discipline.
• 0–3 years Trust Officer experience.
• Good working knowledge of fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and attention to detail.
• Teamwork and leadership orientation.
• CTFA designation a plus.

Responsibilities

• Establishes operational objectives and work plans, and delegates assignments to professionals.
• Develops, modifies, and executes policies affecting client operations.
• Works on issues requiring knowledge of client objectives and enterprise goals.
• Implements strategic policies to achieve results.
• Manages budgets, schedules, and performance requirements.
• Preliminary discovery of new business opportunities; coordinates with advisors and business development.
• Performs account administration: opening, closing, monitoring objectives, fees, annual reviews, tax preparation.

Skills

Interpersonal communication

Leadership

Detail orientation

Teamwork

Relationship management

Education

Bachelor's degree in business administration

Job description

Kestra Financial is seeking a Trust Officer to oversee account administration, ensuring client satisfaction of trust beneficiaries and referring advisors in support of Trust business objectives. Must have solid knowledge of the field and strong leadership skills.

Responsibilities include establishing objectives, policies, budgets, coordinating with advisors, and managing account openings/closings. The role requires adapting to changes and ensuring compliance across trust operations.