Trust Officer II

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Arden Trust Company is part of Kestra Holdings, a wealth management platform for independent financial professionals nationwide. Arden Trust provides personal trust services designed to support families and preserve relationships for generations. The Trust Officer II is an intermediate-level role focused on account administration, ensuring client satisfaction of both trust beneficiaries and referring financial advisors, and supporting trust business objectives.

• 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.
• Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives.
• Involved in developing, modifying, and executing policies affecting client operations with broader business impact.
• Implements strategic policies when selecting methods, techniques, and evaluation criteria to obtain results.
• Ability to influence acceptance from others in sensitive situations without damaging relationships.
• Establishes and ensures adherence to budgets, schedules, work plans, and performance requirements.
• Establishes operational objectives and work plans, delegating assignments to subordinates.
• Participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate appropriateness of the business.
• Performs account administration functions: account opening, closing, monitoring investment objectives, overseeing fees, annual reviews, encroachment requests, and tax preparation.
• Responds promptly to management, auditors, and bank examiners; accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Assists in training and developing trust administrators to confirm familiarity with accounts, processes, policies, and procedures.
• Communicates effectively with all professional partners and co-workers.
• Proficient with all systems involved in trust account administration to ensure proper flow of opening, maintaining, and monitoring the business.
• Other related duties as assigned.

• Good working knowledge of all types of fiduciary relationships.
• Strong interpersonal and effective communication skills.
• Strong organizational skills and attention to detail.
• Teamwork and leadership orientation.
• Ability to adapt to changing work environments.
• CTFA (Certified Trust Financial Advisor) designation is a plus.

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 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.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values:
Serve, Make it Happen, and One team.

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• 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.