Private Trust Operations Specialist

Oxford Financial GRP; Carmel (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Oxford Financial GRP in Carmel, Indiana seeks a Specialist, Private Trust Services to support Officers with administering trusts, including account opening, funding and distributions, while ensuring compliance with the terms and regulatory guidelines. The role requires precise, timely processing and collaboration across teams.

The Specialist will handle ILIT management, tax preparation coordination, and ongoing trust administration tasks with accuracy and discretion in an onsite setting.

Qualifications

• College degree or equivalent experience in a related field.
• 3+ years of financial services operational experience.
• Excellent written, verbal and interpersonal communication skills.

Responsibilities

• Prepare annual and 60-day trust administrative compliance reviews.
• Coordinate daily client activity and oversee transaction processing.
• Handle all account opening and administration including initial set up in systems.
• Execute and reconcile cashiering activities including distributions.
• Maintain ILIT files and update trusts in systems.
• Prepare and mail tax-related documents and notices.

Skills

Communication skills

Organizational skills

Analytical skills

Discretion and confidentiality

Cross-functional teamwork

Education

College degree or equivalent experience

Tools

Microsoft Office

Job description

Oxford Financial GRP in Carmel, Indiana seeks a Specialist, Private Trust Services to support Officers with administering trusts, including account opening, funding and distributions, while ensuring compliance with the terms and regulatory guidelines. The role requires precise, timely processing and collaboration across teams.

The Specialist will handle ILIT management, tax preparation coordination, and ongoing trust administration tasks with accuracy and discretion in an onsite setting.