Senior Trust Administration Executive

2 months ago


St Petersburg, Florida, United States MRINetwork Jobs Full time
Job Overview

Position: Chief Fiduciary Officer

Our esteemed client is in search of a Chief Fiduciary Officer who exhibits outstanding leadership capabilities in fiduciary matters. This role involves overseeing the entire spectrum of trust administration. The ideal candidate will be responsible for leading, educating, guiding, and mentoring a team of trust officers, trust administrators, and relationship managers to achieve exceptional service standards while ensuring adherence to compliance requirements as stipulated by Florida statutes and tax regulations.

Key responsibilities include:

  • Providing expert support to teams in client servicing when necessary.
  • Overseeing all trust and administrative functions, ensuring compliance with regulatory mandates.
  • Promoting a culture of excellence and continuous improvement within the organization.
  • Collaborating with trust officers, administrators, and support staff to maintain consistency across services.
  • Partnering with the compliance officer to meet all regulatory guidelines.
  • Managing fiduciary litigation matters in collaboration with corporate legal counsel.
  • Engaging with the Board of Directors on fiduciary issues.

The position requires a Juris Doctor (JD) degree, with a Master of Laws (LLM) being a desirable addition. Candidates with extensive experience in Florida statutes, tax codes, and internal policies will be given preference. Relevant industry certifications such as CTFA, ATFA, or CFP are advantageous.

If you are a seasoned fiduciary professional seeking a challenging opportunity, we encourage you to explore this position further.

For more information about our organization, please visit our website.



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