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

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in addressing the needs of eight and nine figure clients.

Oxford Financial Group, Ltd. is searching for a Trust Officer. This associate is responsible for the administration of trusts and advisory relationships in accordance with the terms of the governing trust document and in compliance with all relevant statutes. Collaborates with advisors and Oxford Managing Directors to provide excellence and uniformity in each client experience. Coordination of trust funding and disbursement/distribution schedules. 

Duties:

Trust Administration 

  • Understanding of moderate to complex trust instrument
  • Ensure trusts are administered according to terms of document
  • Proactive communication with beneficiaries
  • Determination of suitability of discretionary distributions
  • Understanding and execution of appropriate tax elections
  • Consultation / education with internal teams, grantors and beneficiaries on issues unique to each trust under administration
  • Determination of suitability of investing in special assets

Account Acceptance Processes

  • Interpretation of moderate to complex trust instruments including dynastic trusts
  • Understanding of directed trust structures and laws of key trust jurisdictions (for example, IN, DE, OH, MI, IL, MN, NV, SD)
  • Determination of suitability of existing or proposed trust assets.
  • Research funding information to determine TCO acceptance of trust; Coordination of subsequent funding
  • Ensure that the trust system is properly coded and on-going distributions are set-up
  • Creation of proactive systems for alerts and triggering events

Conduct Opening and Annual Reviews; Client meetings as needed                         

  • Conducts 60 day and annual administrative reviews
  • Working in tandem with the Managing Directors, routinely review documents as well as the client's financial status for recommended tax and investment strategies
  • Ensure necessary documentation is obtained/placed in file

Proactive account maintenance and management                                                            

  • Ensurees accurate periodic statements and client communications
  • Evaluate and perform all distributions; payment of relevant bills
  • Ensure ongoing accuracy of key client information, including, but not limited to, age attainments and client and beneficiary addresses changes

Monitors cash balances for anticipated distributions, fees and taxes                       

Coordinate/review fiduciary tax returns/estimated tax payments                                   

 Qualifications:

  • Bachelors and J.D. law degree required; CTFA preferred
  • Seven to ten years of 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
  • Mastery of trust accounting and expertise in fiduciary taxation and fiduciary risk
  • Demonstrated involvement in the advisor/professional community
  • Comfortable working in conjunction with client relationship and operations personnel in a team environment
  • Experience and demonstrated success working with high and ultra-high net worth families
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be detail oriented with excellent organizational skills
  • Must have ability to multi-task
  • Must have ability to work in a high stress, fast paced environment
  • Must have strong work ethic with a positive attitude
  • Adept at using trust systems, client relationship management systems, document management and related technology
  • Knowledgable of Microsoft Office products
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