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Prepare examples of trust administration decisions, handling competing beneficiary interests, and partnering with advisors. Be ready to discuss documentation discipline, escalation judgment, and how you work complex multi-party accounts under compliance constraints.
Strong fit if you already administer trusts at a senior level and can operate in a financial-services partner model. Thin public DATA means you should verify office location details (listing vs. NC county naming) and role scope with the recruiter.
As a Trust Officer Senior in Trust Administration at Kestra Financial, a typical day centers on fiduciary trust work: reviewing account activity, coordinating distributions and paperwork, partnering with advisors and counsel, and ensuring trust instruments and compliance standards are followed. Senior scope usually includes mentoring on complex cases and escalating risk or client issues.
No certification package was supplied for this listing. Prioritize trust/estate fundamentals, fiduciary standards, account administration systems, and clear written client communication. Confirm any required licenses with Kestra during the process.
DATA marks remote as no (0), so plan on an on-site or location-tied arrangement unless Kestra states otherwise.
The enricher location DATA points to Wilmington, New Hanover County, North Carolina; confirm exact office against the posting’s county wording.
No cert family or costed resources were provided in CERTS; ask Kestra which credentials they prefer or require.
Website: kestrafinancial.com
Public cache only — not an employee review.
Join Kestra Financial as a Senior Trust Officer in Wilmington, and take a leadership role in managing specialized trust relationships while delivering exceptional service to clients across the region. This full-time position offers the opportunity to oversee diverse trust portfolios, mentor team members, and drive meaningful outcomes for trust beneficiaries and their financial advisors. About the Role As a Senior Trust Officer at Kestra Financial in Wilmington, New Castle County, you'll manage a diverse portfolio of trust accounts including Special Needs Trusts and discretionary accounts. You'll be responsible for comprehensive trust administration, maintaining compliance with trust instruments and applicable law, and serving as a trusted advisor to both beneficiaries and the financial professionals who partner with them. What You'll Do Oversee administration of Special Needs Trust accounts and other discretionary trust types, ensuring full compliance and proper documentation Monitor distributions, investments, and account activities according to trust terms and beneficiary requirements Build and maintain direct relationships with trust beneficiaries and coordinate with referring financial advisors to ensure satisfaction and alignment on trust objectives Review and approve trust transactions, prepare trust accountings, and manage tax-related documentation Delegate responsibilities to junior trust professionals and administrative staff, providing training and guidance Address beneficiary inquiries, manage correspondence, and resolve trust administration questions Ensure all trust activities meet regulatory requirements and company standards What We're Looking For Demonstrated experience administering trust accounts, particularly Special Needs Trusts or other specialized account categories Strong knowledge of trust law, fiduciary responsibilities, and trust administration practices Excellent client service skills and ability to work effectively with beneficiaries and financial professionals Leadership capability to manage and mentor team members Strong attention to detail and commitment to regulatory compliance Professional communication and organizational abilities Experience with trust accounting software and financial systems About Kestra Financial Kestra Financial is a trusted financial services organization committed to supporting advisors and their clients with comprehensive solutions. We operate with integrity and purpose, focused on delivering meaningful impact for the communities we serve. How to Apply Ready to lead trust administration at a respected financial firm? Apply through this listing to join our Wilmington team.
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