Trust Administrator II
About this role
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.
An intermediate‑level professional responsible for providing administrative, operational, and data‑entry support to a Trust Officer in alignment with trust business goals. This role requires moderate experience, strong organizational capabilities, and a high level of proficiency in administrative processes and trust‑related workflows.
What you’ll Do:
- To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.
- Supports 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 level of experience.
- 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:
- Posts receipts
- Enters pending trade orders
- Raises cash for distributions
- Enters check/wire requests
- Submits ACH transfer instructions
- Handles account inquiries
- Opens/closes accounts o Researches account discrepancies
- Calculates fee sharing data, including manual calculations when necessary
- Administers all systems related to management of trust accounts.
- Maintains all account documentation for current and historical monitoring of accounts.
- Special projects and other related duties assigned as needed
What You Bring:
- To perform this job successfully, the individual should have the following skills and abilities.
- Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
- 3 – 5 year’s Trust Administrator experience.
- Strong organizational and communication skills
- Ability to multi-task
- Working knowledge of Microsoft Office
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.
Company at a glance
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Top Benefits
- 401(k)
- Health Insurance
- Tuition Reimbursement
- Training and Development
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