Job Description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

Lead with Purpose. Partner with Impact.

The Trust Officer II administers the closing process for all personal trust accounts. Work with trust beneficiaries, accountants, attorneys and partner with internal colleagues in tax, operations, administration, and investments to ensure accurate and timely tax clearance and payments, trust termination fees, and delivery of assets.

What You’ll Do

• Administer fiduciary accounts and interpret fiduciary documents in accordance with applicable laws, regulations and governing documents.
• Engage with and provide a high level of communication to beneficiaries with a focus on client satisfaction and asset retention, as appropriate.
• Engage with and provide guidance to internal colleagues, including but not limited to, portfolio managers, trust officers and operation colleagues regarding the trust termination process to ensure seamless information flow and achieve settlement goals.
• Collaborate, build, and maintain strong relationships with external business partners, including financial advisors, accountants and attorneys.
• Interface with tax partners to determine final tax reserve and fiduciary income and tax payments. Calculate and pay final account expenses.
• Facilitate retitling of various specialized assets including real estate, partnership interests, etc.
• Review and prepare trust accountings, receipt, release and indemnification agreements. Confirm distribution instructions, initiate, and oversee asset transfers and cash distributions.
• Oversee administrative review of closing trust accounts. Check files for correct forms, codes, and review payments and transactions for accuracy. Review trust document to ensure documents are in compliance.
• Support reporting requirements to the Trust Administrative Committee including timely and accurate reporting.
• Work with appropriate colleagues regarding liquidation and investment strategies for various fiduciary accounts.
• Comply fully with all policies and procedures as well as all regulatory requirements.
• Maintain all appropriate training and continuing education requirements as applicable.
• Strategically work with internal colleagues to develop new business opportunities from closing trust accounts.

What You Bring:

• College degree required
• Financial services experience and industry experience required
• 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.
• CTFA preferred

Internal Application 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 to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at 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.