Senior Fiduciary Officer | Indianapolis, Indiana

Reference Number: HRJ6943
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Senior Fiduciary Officer to handle trust administration for the firm’s private trust company. This role does not have external relationship management responsibilities day-to-day.

The ideal candidate has strong trust administration experience with knowledge of Trust Code and fiduciary compliance/tax issues.

Key responsibilities and requirements include:

  • Coordinate and manage opening and closing trust processes, including reviewing trust instruments and coordinating funding.
  • Oversees the trust tax return and payment process, audit and reporting functions, and the risk and compliance functions as related to fiduciary matters.
  • Prepares annual audits and call reports, logs tax returns, and maintains financial loss log.
  • 10+ years relevant fiduciary/trust experience.
  • Advanced degree highly preferred; JD or CPA required.
  • Strong knowledge of Trust Code, fiduciary compliance and tax issues.

Compensation:
Base salary competitive with current base and experience level with bonus plan in addition.

Location:
Indianapolis, Indiana

Reference Number: HRJ6943

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