Arden Trust Company · 1 month ago
Trust Administration - Regional Trust Manager
Wilmington, DE
Full-time
Onsite
Senior Level
7+ years expArden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. The Regional Trust Manager will manage all activities and staff in a personal trust office setting, ensuring client satisfaction through account administration and collaboration with financial advisors.
FinanceFinancial ServicesImpact Investing
Responsibilities
Develops, leads, manages and motivates staff. Explains team and individual goals and objectives
Oversees facility management, supplies, and contracts
Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort
Manages Human Resources processes for reviews, new hires, terminations, etc
Assists staff with continuing professional development. Ensures team members have the necessary education and training to effectively participate on the team
Collaborates with senior management on designing, implementing and ensuring adherence to policies and procedures
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 (i.e. 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 and ensures senior management is apprised of all pertinent issues
Other related duties assigned as needed
Qualification
Required
Bachelor's degree in Business Administration or other related discipline or the equivalent combination of education, training, or work experience
7 + or more years' experience
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
Preferred
CTFA (Certified Trust Financial Advisor) designation will be beneficial
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).
Company
Arden Trust Company
Arden Trust Company helps with custodial services, fiduciary services, and investment management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kiliaen Ludlow
EVP, Chief Operating Officer
Zachary Pedigo, CFA
Chief Investment Officer
Company data provided by crunchbase