Manager, Trust Company | Indianapolis, Indiana

Reference Number: HRJ6973
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Manager, Trust Company.

The ideal candidate has strong trust administration experience with knowledge of Trust Code and fiduciary compliance/tax issues. This person will also be responsible for managing other Fiduciary Officers and staff so previous management experience is preferred.

Responsibilities:

  • Coordinate and manage opening and closing trust processes, including reviewing trust instruments and coordinating funding.
  • Consult and advise fiduciary officers and other associates on compliance, legal, tax, investment, planning, and other matters related to administration of fiduciary accounts.
  • Oversees the trust tax return and payment process, audit and reporting functions, and the risk and compliance functions as related to fiduciary matters.
  • Responsible for compliance, internal controls, and risk management.
  • Prepares annual audits and call reports, logs tax returns, and maintains financial loss log.
  • Manages day to day functions of Fiduciary Officers.
  • Participate in fiduciary committees.

Requirements:

  • 10+ years relevant fiduciary/trust experience.
  • Advanced degrees and/or designations highly preferred (CTFA, CPA, JD)
  • Strong knowledge of Trust Code, fiduciary compliance, and tax issues.
  • Previous trust management experience a plus.
  • Exceptional technology skills, written and verbal communication skills, and presentation abilities.

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

Location:
Indianapolis, Indiana

Reference Number: HRJ6973

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