Arden Trust Company · 1 week ago
Trust Officer II
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expArden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. The Trust Officer II oversees account administration ensuring client satisfaction and supports Trust business objectives through effective leadership and strategic policy implementation.
FinanceFinancial ServicesImpact Investing
Responsibilities
Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise
Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division
Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results
Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship
Establishes and assures adherence to budgets, schedules, work plans and performance requirements
Establishes operational objectives and work plans, and delegates assignments to subordinates
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
Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures
Communicates and works effectively with all professional partners and co-workers
Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business
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
3+ year's Trust Officer experience
Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise
Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division
Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results
Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship
Establishes and assures adherence to budgets, schedules, work plans and performance requirements
Establishes operational objectives and work plans, and delegates assignments to subordinates
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
Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures
Communicates and works effectively with all professional partners and co-workers
Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business
Preferred
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 a plus
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
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