Trust Administrator Senior

As the Trust Administrator Senior you will report to the Branch Manager. You will provide administrative and data entry support for one or more of our Trust Officers to support Trust goals.

RESPONSIBILITIES:

• Overcome major obstacles and recognize early when issues are escalated or a senior peer should be consulted.
• Provide guidance and cross-training to others.
• Communicate with all levels of our personnel.
• Support assigned Trust Officer in the administration of trust accounts.
• Work in an ongoing relationship with our associated financial partners and trust clients.
• Help with account administration functions to ensure our client satisfaction.
• Perform daily account activity for our organization:
• Enter pending trade orders
• Enter check/wire requests
• Submit ACH transfer instructions
• Handle account inquiries
• Open and close accounts
• Research account discrepancies
• Calculate fee sharing data, including manual calculations
• Administer all systems related to management of trust accounts.
• Maintain all account documentation for current and historical monitoring of accounts.
• Special projects and other related tasks assigned.

SKILLS:

• Prioritization and Organization
• Microsoft Office Suite

SUPERVISORY RESPONSIBILITIES:

• None

EDUCATION AND EXPERIENCE:

• Bachelor's degree in business administration or other related discipline or the equivalent education, training, or work experience.
• 5 year's Trust Administrator experience
• Trust system experience

CERTIFICATIONS:

• None

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

DISCLOSURE:

By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.