Trust Administration - Trust Officer II

Kestra • Wilmington, DE

2d

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 a Closing Unit Trust Administrator with our company, you will support the Closing Unit Trust Officer and report to the Chief Compliance Officer (CCO). You will assist with the closing process and coordination of terminating accounts with other trust officers as necessary. You will assist our team with inquiries from internal and external partners, management of the terminations pipeline, client meetings and different administrative tasks. We offer unique levels of service to solidify the unique experience offered by Arden Trust and need to ensure proficiency with account terminations.
Being a part of the trust company, in this role, will require that the candidate can work independently with minimal administrative supervision on highly complex projects with extensive latitude for independent judgment while also possessing the ability to provide communication on issues or complex information to a wide audience based on knowledge.
The candidate will be expected to be a primary mentor for others on staff and as a role model for the rest of team providing direction and training when requested as they will be assigned to the most highly visible, sensitive and critical issues.
While this role supports the assigned Closing Unit Trust Officer in the administration of closing trust accounts, they will also interact in an ongoing relationship with associated financial partners and trust clients to assist with account administration functions to ensure client satisfaction.
Closing trust accounts requires that daily tasks are expected to be completed in regard to processing the closing request with posting receipts, entering pending trade orders, raising cash for distributions, entering check/wire requests, and submitting ACH transfer instructions to ensure a smooth transition out to beneficiaries or successor trustees.
The candidate will handle account inquiries, research account discrepancies, and ensure that documentation is maintained for current and historical monitoring of accounts.
The candidate will also assist with any special projects and other related duties assigned as needed.

Requirements

• Trust experience specifically with a prior Trust Company in a trust administrative or trust operational role
• Strong organizational and communication skills
• Ability to multi-task
• Working knowledge of Microsoft Office
• Trust system experience
• 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
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Responsibilities

• Assist with the closing process and coordination of terminating accounts with other trust officers as necessary.
• Assist our team with inquiries from internal and external partners, management of the terminations pipeline, client meetings and different administrative tasks.
• Work independently with minimal administrative supervision on highly complex projects with extensive latitude for independent judgment while also possessing the ability to provide communication on issues or complex information to a wide audience based on knowledge.
• Be a primary mentor for others on staff and as a role model for the rest of team providing direction and training when requested as they will be assigned to the most highly visible, sensitive and critical issues.
• Interact in an ongoing relationship with associated financial partners and trust clients to assist with account administration functions to ensure client satisfaction.
• Complete daily tasks in regard to processing the closing request with posting receipts, entering pending trade orders, raising cash for distributions, entering check/wire requests, and submitting ACH transfer instructions to ensure a smooth transition out to beneficiaries or successor trustees.
• Handle account inquiries, research account discrepancies, and ensure that documentation is maintained for current and historical monitoring of accounts.
• Assist with any special projects and other related duties assigned as needed.

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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees