Trust Officer Senior--Arden Trust Company

Posted: December 30, 2024

 

Arden Trust Company
Trust Officer Senior 
Wilmington, DE, USA

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Establishes operational objectives and work plans, and delegate’s assignments to subordinates.
  • Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
  • Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
  • 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.
  • Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
  • Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
  • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
  • 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.

 

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.

  • A good-working knowledge of all types of Fiduciary relationships including Special Needs Trust.
  • Strong interpersonal and effective communication skills.
  • Strong organizational skills and aptitude for detail.
  • Ability to easily adapt to changing work environment.
  • CTFA (Certified Trust Financial Advisor) designation a plus.

 

SUPERVISORY RESPONSIBLITIES: None

 

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 - 10 year’s Trust Officer experience

 

OTHER DUTIES:

Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

TO APPLY:  https://www.linkedin.com/company/arden-trust-company/posts/?feedView=all  (see Jobs tab)
 

 

 

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