Oxford Financial Group, Ltd.
  • - Trust Company of Oxford
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd. is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. With special expertise in alternative investments and private equity, Oxford specializes in serving clients with net worth above $5 million. 

Oxford Financial Group, Ltd. is searching for a Sr. Fiduciary Officer, Supervisor. This associate would administer trusts/advisory relationships for TCO to ensure they are being administered according to the terms of the document and within the statutes as well as to minimize liability for TCO.  

 

Duties:

 

Trust Administration 

  • Understanding of moderate to complex trust instruments
  • Determining suitability of discretionary distribution
  • Ensuring trusts are administered according to terms of document
  • Understanding and execution of appropriate tax elections
  • Consulting/educating internal teams, grantors and beneficiaries on issues unique to each trust under administration

Account Administration

  • Ensuring ongoing accuracy of key client information, including, but not limited to, age attainments and client and beneficiary address changes
  • Evaluating and performing all distributions; payments relevant bills
  • Ensuring accurate periodic statements and client communications

Account Acceptance

  • Interpreting moderate to complex trust instruments including dynastic trusts
  • Understanding of directed trust structures and laws of key trust jurisdictions (for example, DE, OH, MI, IL, MN, NV, SD)
  • Researching funding information to determine TCO acceptance of the trust; coordination of subsequent funding

Supervision

  • Supervise day-to-day functions of TCO
  • Conducts periodic team meetings
  • Evaluates performance

Client Support

  • Conducting 60 day and annual administrative reviews
  • Working with Director reviewing client's financial status for recommended tax and investment strategies 

 

 Qualifications:

  • Bachelor's degree and J.D. law degree required; CTFA preferred
  • Seven to ten years experience in the administration of moderate to highly complex trust structures
  • Expert knowledge of Trust Code, UPIA and familiarity of trust laws of multiple jurisdictions as enumerated
  • Previous management/supervision experience required
  • Mastery of trust accounting and expertise in fiduciary taxation and fiduciary risk
  • Demonstrated involvement in the advisor/professional community
  • Experience and demonstrated success working with high and ultra-high net worth families
  • Ability to work in a high stress, fast paced environment
  • Excellent attention to detail and organizational skills
  • Excellent verbal and written communication skills with strong interpersonal skills



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Oxford Financial Group, Ltd.

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