Arden Trust Company · 19 hours ago
Trust Administration - Trust Administrator II
Wilmington, DE
Full-time
Onsite
Mid Level
3+ years expArden Trust Company is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. The role of Trust Administrator II involves providing administrative, operational, and data-entry support to a Trust Officer, ensuring the smooth management of trust accounts and client satisfaction.
FinanceFinancial ServicesImpact Investing
Responsibilities
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
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
Qualification
Required
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
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