Account Opening Administrator

Kestra • Atlanta, GA

3d

About The Position

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose. Partner with Impact.
As an Account Opening Administrator with Arden Trust Company, you will oversee account opening and the client onboarding process. The role will work closely with Sales, Administration, Investment, Operations, and Compliance to ensure timely processing from account acceptance to an open, fully funded account, delivering an exceptional client and advisor experience.

Requirements

• Bachelor’s degree in business administration or other related discipline, or the equivalent combination of education, training, or related work experience.
• 3 – 5 year’s financial services experience. Trust account, Wealth Management, Financial Advisor /RIA account opening experience required.
• Well-versed in the different forms of fiduciary relationships and their requirements.
• 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.
• Ability to easily adapt to a changing work environment.

Nice To Haves

• Trust Administration and/or Operations background preferred.
• Experience using Salesforce, FIS AddVantage, and Advent preferred.

Responsibilities

• Engage with and take ownership of the client onboarding process, which includes, but is not limited to, financial advisors, portfolio managers, trust officers, and operational colleagues regarding the trust onboarding process to ensure a seamless transition flow and achieve onboarding goals.
• Collaborate, build, and maintain strong relationships with external business partners, including financial advisors and their teams.
• Communicate with Trust officers and Financial Advisors, team regarding account opening
• Review account opening documents, including all supporting trust documentation, family tree, list of assets and liabilities (including any real estate or other special assets), etc.
• Complete all required updates in the sales system
• Prepare required coding and data for entry to the trust system
• Establish required data feed links with custodians and obtain online access for the accounts at the custodians.
• Comply fully with all policies and procedures as well as all regulatory requirements.
• Collaborate and coordinate with Financial Advisors to obtain all required account and position cost information. Track and coordinate reconciliation with the operations team.
• Enter account data and coordinate with the Operations team to establish accounts on the trust accounting system
• Maintain all appropriate training and continuing education requirements as applicable.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level