Trust Officer II

1 week ago

Milwaukee, Wisconsin, United States Kestra Holdings Full time
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.


ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

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.

KNOWLEDGE, SKILLS, AND/

OR ABILITIES:
To perform this job successfully, individual should have the following skills and abilities:

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.

SUPERVISORY RESPONSIBLITIES:
None

EDUCATION AND/OR EXPERIENCE:
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

CERTIFICATES, LICENSES,

REGISTRATION:
None

INTERNAL APPLICANT POLICY:
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.

BENEFITS:
Full health, vision, dental.

401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).


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.

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