Chief Fiduciary Officer
3 days ago
Westport One is seeking a seasoned Fiduciary Professional to lead our trust administration team. As Chief Fiduciary Officer, you will oversee all trust administration functions, ensuring compliance with regulatory requirements and fostering a culture of excellence and continuous improvement.
Key Responsibilities:
- Lead and mentor trust officers, administrators, and relationship managers to achieve service excellence.
- Oversee all trust and administrative trust functions, ensuring compliance with regulatory requirements.
- Partner with the compliance officer to ensure all regulatory guidelines are met.
- Manage fiduciary litigation matters in conjunction with corporate legal counsel.
- Interface with the Board of Directors on fiduciary matters.
Requirements:
- JD level of education.
- LLM is a plus.
- At least 15 years of trust administration experience.
- Experience working in a team environment and mentoring others.
- Strong knowledge of Florida statutes, tax code, and internal policies.
- Industry-related certifications, such as CTFA, ATFA, or CFP, are a plus.
What We Offer:
- A dynamic and collaborative work environment.
- Opportunities for professional growth and development.
- A competitive compensation package.
How to Apply:
- Submit your resume by clicking the "Apply Now" button.
- Email your resume in Word format to mollie@ with the subject line "Chief Fiduciary Officer Application".
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