Senior Fiduciary Officer
Experience: Experienced Professional (Non-Manager)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: JMS/INseniorfiduciary
Date Posted: 11/09/2020
Senior Fiduciary Officer
Our Client is an independent privately- owned RIA firm in the Midwest with over 25 billion in assets under advisement. Specializing in serving clients with net worth $5 million and above, serving families and clients in over 35 states. As a fee-only firm their sole commitment is to serve each clients’ best interests.
They are looking for a Senior Fiduciary Officer to:
- Handle the fiduciary administration of trust accounts; directed (Delaware) trusts, GRAT, CRUT/CLAT, Dynasty/SLAT, GST (non-)exempt, family/bypass/credit shelter, marital and qtip, special needs, DAPT, etc.)
- Perform account acceptance process, conduct client meetings, maintain accounts, monitor cash balances for anticipated distributions, fees and taxes, and coordinate/review fiduciary tax returns/estimated tax payments
- Collaborate with the Family Office and Investment Management Group.
The desired candidate with possess:
-Minimum of ten years trust administration experience with strong knowledge of trust code
-Bachelor's degree and either J.D. CPA or CFTA required
-Graduate of Trust School desired
Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.
Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com.
To apply for this position, submit your resume by choosing one or more of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to firstname.lastname@example.org. Please refer to job reference code JMS/INseniorfiduciary in the subject line.
- Fax resume with cover letter to: 314-991-9586. Attention: Kim Carlson. Please refer to job reference code JMS/INseniorfiduciary
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