Trust Officer Senior

5 days ago


West Palm Beach, Florida, United States Kestra Holdings Full time

As a Senior Trust Officer at Kestra Financial, you will oversee account administration, ensuring client satisfaction and supporting business objectives.

Develop and execute policies that impact client operations and the business unit or division.

Work on complex issues requiring in-depth knowledge of organizational objectives and enterprise analysis.

Perform administrative reviews, interact with financial advisors, and coordinate with business development and document review to evaluate and determine appropriateness of the business.

Implement strategic policies and establish adherence to budgets, schedules, and performance requirements.

Perform account administration functions according to internal policies and procedures, including account opening, closing, monitoring investment objectives, and overseeing charging and collecting of fees.

Assist in training and developing trust administrators to confirm familiarity with accounts, processes, policies, and procedures.

Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining, and monitoring the business.

Candidates should have a Bachelor's degree in business administration or a related discipline, or the equivalent combination of education, training, or work experience.

CTFA (Certified Trust Financial Advisor) designation is a plus.

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.

Full health, vision, dental, 401(k) plans, and a host of voluntary plans are offered to full-time permanent employees.

By applying to a job at Kestra Financial, you acknowledge that if hired, Kestra Financial 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 prohibits any 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.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.



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