Trust Officer II

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Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

The Trust Officer II is an Intermediate-level role with excellent knowledge of the field with strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

• Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
• Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
• Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
• Establishes operational objectives and work plans, and delegates assignments to subordinates.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.
• Communicates and works effectively with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
• Other related duties assigned as needed.

• A good-working knowledge of all types of Fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and aptitude for detail.
• Teamwork and leadership orientation.
• Ability to easily adapt to changing work environment.
• CTFA (Certified Trust Financial Advisor) designation a plus.

None

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

None

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time
• Standing, walking, talking, hearing, sitting, reaching, grasping

Please note this job description is not designed to cover or contain a complete comprehensive listing of…