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Senior Trust Officer: Lead Client Trust Ops & Strategy
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-07-31
Listing for:
Kestra Investment Management, LLC
Full Time
position Listed on 2026-07-31
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Arden Trust Company (Arden Trust), part of Kestra Holdings, is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and oversee account administration to ensure client satisfaction of trust beneficiaries and referring financial advisors.
You will lead a team, develop operational goals, implement policies, manage budgets, and ensure compliant processes across opening/closing accounts, fee reviews, and annual reviews.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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