Trust Administrator Specialist - Closing Unit

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.

Expert professional role requiring extensive knowledge of the business. Provide administrative and data entry support for the Closing Unit Trust Officer 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 independently with only administrative supervision on highly complex projects with extensive latitude for independent judgment.
• Expected to be a primary mentor for others on staff and a role model for the rest of the team providing direction and training when requested.
• Ability to provide communication on issues or complex information to a wide audience based on knowledge.
• Assigned to the most highly visible, sensitive, and critical issues.
• Supports assigned Closing Unit Trust Officer in the administration of closing trust accounts.
• 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:
• Posts receipts
• Enters pending trade orders
• Raises cash for distributions
• Enters check/wire requests
• Submits ACH transfer instructions
• Handles account inquiries
• Closes accounts
• Researches account discrepancies
• Calculates fee-sharing data, including manual calculations when necessary
• 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 are assigned as needed.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.

• Strong organizational and communication skills
• Ability to multi-task
• Working knowledge of Microsoft Office
• Trust system experience
• Ability to maintain confidentiality and exercise extreme discretion.
• Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.
• Ability to follow written and oral instructions.
• Exhibit professional phone demeanor.
• Good organizational skills, efficiency skills, and communication skills, both verbal and written.
• Be able to work effectively, independently and collaboratively with a broad range of executives and members of the firm.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork
  
  

SUPERVISORY RESPONSIBILITIES: 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.
• 7 or more year of Trust Administrator experience.
  
  

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to sit at a computer for long periods of time in an office environment well lit.
• Ability to lift up to 20 pounds.
• Must be able to work in the office during scheduled work hours.
  
  

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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.
  
  

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.