Trust Administrator II

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.

SUMMARY : Intermediate professional role. Moderate skills with a high level of proficiency. Provide administrative and data entry support for the Trust Officer to support the Trust's business objectives.

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

• Support the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, shares ideas, and suggests process improvements appropriate for the experience level.
• Identifies non-routine issues and routes / escalates to the appropriate team member.
• Interacts in an ongoing relationship with associated financial partners and trust clients.
• Assists with account administration functions to ensure client satisfaction.
• Performs daily account activity : -Post receipts -Raises cash for distributions -Enters check / wire requests -Submits ACH transfer instructions -Handles account inquiries -Open / Close Account Assistance -Researches account discrepancies
• Administers all systems related to the management of trust accounts.
• Maintains all account documentation for current and historical monitoring of accounts.
• Special projects and other related duties assigned as needed.

KNOWLEDGE, SKILLS, AND / OR ABILITIES :

SUPERVISORY RESPONSIBILITIES : None

EDUCATION AND / OR EXPERIENCE :

CERTIFICATIONS, 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 :

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 :

KESTRA VALUES :

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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