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 Trust Specialist. This associate is responsible for supporting TCO Fiduciary Officers with administration of all Trusts.


Duties:

  • ILIT Management
  • Coordination of tax preparation and processing of payments
  • Monitor and evaluate the impact of any changes in legal fiduciary, accounts and estates to insure prompt action
  • Develop understanding of investment responsibility and authority for fiduciary accounts

 

Qualifications:

  • Associate degree in business-related field or equivalent experience
  • Strong working knowlege of Microsoft Outlook, Word, PowerPoint and Excel
  • Basic accounting experience
  • Experience in trust or investment operations with a basic knowledge of trust accounting systems or other asset management systems is preferred
  • 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
Oxford Financial Group, Ltd.
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