Trust Officer I

As a Trust Officer I, you will report to the Branch Manager and have a working knowledge of the trust field. You will oversee account administration ensuring client satisfaction of trust beneficiaries and referring financial advisors.

RESPONSIBILITIES:

• Establish operational goals and work plans, and delegate's assignments to other professionals who provide services to clients.
• Involved in developing policies that affect immediate client operations and may have a minor impact to the organizational unit or division.
• Work on issues where analysis of situations or data requires a general knowledge of organizational goals of the enterprise and our client's business.
• Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Participate in preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
• Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Respond promptly to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.

SKILLS:

• A good-working knowledge of all types of Fiduciary relationships.
• Teamwork and leadership orientation.

EDUCATION AND EXPERIENCE:

• Bachelor's degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 0 – 3 year's Trust Officer experience

CERTIFICATIONS:

• CTFA (Certified Trust Financial Advisor) beneficial.

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.