Trust Administration - Trust Officer Senior

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals. What You’ll Do: - Establish our operational goals and work plans, and delegate's assignments to your team. - Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division. - Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise. - Participate in our preliminary discovery of new business...