Trust Administration - Trust Officer Senior

Trust Officer Senior

As the Trust Officer Senior, you will report to the Branch Manager and oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.

• Establish operational goals and work plans, and delegate assignments to your team.
• Develop policies that affect immediate client operations with broader impact to your team or division.
• Analyze situations or data requiring in-depth knowledge of organizational goals of the enterprise.
• Participate in preliminary discovery of new business opportunities; perform administrative reviews and coordinate with financial advisors, business development, and document review to determine appropriateness of the business.
• Implement strategic policies when selecting methods, techniques, and evaluation criteria to obtain results.
• Ensure adherence to budgets, schedules, work plans and performance requirements.
• Navigate sensitive situations without damaging relationships.
• Perform account administration functions according to internal procedures to be efficient and compliant (account opening, closing, monitoring investment goals, overseeing charges and fee collection, annual account reviews, encroachment requests, tax preparation).
• Respond promptly to management, auditors, and bank examiners' inquiries; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Help develop trust administrators to confirm familiarity with accounts and procedures.
• Work with all professional partners and co‑workers.
• Master systems involved with trust account administration to ensure proper flow of opening and managing the business.
• Perform other related tasks assigned.

• Teamwork and leadership orientation.
• Prioritization and organization skills.
• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.

• Internal applicants must be in good standing and have a minimum of one year of service with Kestra.
• Internal applicants must also have a minimum of one year of service in the current role unless approved by EVP.

• Competitive pay and benefits with a large employer.
• 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.

• 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.
• Kestra Financial is committed to ensuring equal employment opportunity without discrimination or harassment on the basis of any protected characteristic. We prohibit any such discrimination or harassment.