Trust Officer II

Trust Officer 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.

The Trust Officer II is an intermediate‑level role with excellent knowledge of the field and strong leadership skills. The incumbent oversees account administration to ensure client satisfaction of both trust beneficiaries and referring financial advisors, supporting 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 on 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, e.g., 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 administrators 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.

• 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 adapt quickly to changing work environments.
• CTFA (Certified Trust Financial Advisor) designation is a plus.

None

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

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

Full health, vision, and dental coverage. 401(k) plans are available, along with a host of voluntary plans such as car insurance and legal services (applicable to full‑time permanent employees).

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

• 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.

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.