Arden Trust Company
Trust Administration - Regional Trust Manager
Arden Trust Company, Wilmington, Delaware, us, 19894
Trust Administration - Regional Trust Manager
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Trust Administration - Regional Trust Manager
role at
Arden Trust Company .
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 Manage all activities as well as a staff in a personal trust office setting. Provide account administration for a small book of business to ensure client satisfaction both Trust and Financial Advisor (i.e., account opening, encroachment requests and tax preparation).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop, lead, manage and motivate staff. Explain team and individual goals and objectives.
Oversee facility management, supplies, and contracts.
Create an environment oriented to trust, open communication, creative thinking and cohesive team effort.
Manage Human Resources processes for reviews, new hires, terminations, etc.
Assist staff with continuing professional development. Ensure team members have the necessary education and training to effectively participate on the team.
Collaborate with senior management on designing, implementing and ensuring adherence to policies and procedures.
Actively participate in preliminary discovery of new business opportunities; perform administrative reviews; interact with Financial Advisors; coordinate with business development and document review to evaluate and determine appropriateness of the business.
Perform account administration functions according to internal policies and procedures to be efficient and compliant (i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation).
Respond in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews and ensure senior management is apprised of all pertinent issues.
Other related duties assigned as needed.
KNOWLEDGE, SKILLS, AND/OR ABILITIES
A 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 easily adapt to changing work environment
CTFA (Certified Trust Financial Advisor) designation will be beneficial
SUPERVISORY RESPONSIBILITIES Management
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+ years’ experience
JOBS 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
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.
Seniority Level Director
Employment Type Full-time
Job Function Project Management and Information Technology
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Trust Administration - Regional Trust Manager
role at
Arden Trust Company .
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 Manage all activities as well as a staff in a personal trust office setting. Provide account administration for a small book of business to ensure client satisfaction both Trust and Financial Advisor (i.e., account opening, encroachment requests and tax preparation).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop, lead, manage and motivate staff. Explain team and individual goals and objectives.
Oversee facility management, supplies, and contracts.
Create an environment oriented to trust, open communication, creative thinking and cohesive team effort.
Manage Human Resources processes for reviews, new hires, terminations, etc.
Assist staff with continuing professional development. Ensure team members have the necessary education and training to effectively participate on the team.
Collaborate with senior management on designing, implementing and ensuring adherence to policies and procedures.
Actively participate in preliminary discovery of new business opportunities; perform administrative reviews; interact with Financial Advisors; coordinate with business development and document review to evaluate and determine appropriateness of the business.
Perform account administration functions according to internal policies and procedures to be efficient and compliant (i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation).
Respond in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews and ensure senior management is apprised of all pertinent issues.
Other related duties assigned as needed.
KNOWLEDGE, SKILLS, AND/OR ABILITIES
A 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 easily adapt to changing work environment
CTFA (Certified Trust Financial Advisor) designation will be beneficial
SUPERVISORY RESPONSIBILITIES Management
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+ years’ experience
JOBS 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
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.
Seniority Level Director
Employment Type Full-time
Job Function Project Management and Information Technology
#J-18808-Ljbffr