Head of Fiduciary Services – Operations

🕒 6 dias atrás

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

💵 $180.000 - $220.000 / ano

⏰ Tempo Integral

🔴 Especialista

⚙️ Operações

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Cozen O'Connor

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1970

🤝 B2B

⚖️ Jurídico

📋 Conformidade

B2B • Legal • Compliance

Cozen O'Connor é um escritório de advocacia global que oferece uma ampla gama de serviços jurídicos, incluindo contencioso, direito empresarial e conformidade regulatória. Com profissionais de diversos setores, o escritório se dedica a atender às necessidades de empresas e indivíduos, navegando em questões jurídicas complexas e garantindo o sucesso dos clientes por meio de assessoria estratégica e representação.

Descrição

• Lead, mentor, and develop a team of Trust Administrators and Relationship Support professionals • Establish performance expectations, accountability standards, and service benchmarks • Design and refine workflows to improve efficiency, scalability, and service quality • Foster ownership, accountability, problem-solving, and continuous improvement • Provide strategic oversight of fiduciary support services for attorneys serving as trustees and individual trustees • Oversee administration of complex trust structures, including high-value and sophisticated investment portfolios • Coordinate fiduciary income tax and return processing • Review brokerage and custody statements for compliance and accuracy • Monitor distributions and approval workflows • Calculate beneficiary distributions • Coordinate annual trustee and advisor reviews • Maintain fiduciary records and documentation • Partner with attorneys, accountants, and financial advisors on compliant trust administration • Lead end-to-end operations across vendor management, invoicing, banking, and client reporting • Oversee vendor lifecycle, invoice processing, payments, and internal controls • Manage bank accounts, user entitlements, and system access controls • Oversee client reporting and account reconciliations • Maintain internal controls, audit readiness, and operational consistency • Coordinate with Relationship Managers, Administrators, LPAs, Attorneys, and banking partners • Use KPIs, scorecards, and EOS tools to monitor performance and accountability • Identify operational gaps and improvement opportunities • Design, standardize, and scale workflows, controls, and documentation • Lead process improvements and support system enhancements and new technology adoption • Help develop and expand HomeBase’s fiduciary service offerings

🎯 Requisitos

• Proven leadership experience in fiduciary services, trust administration, or family office operations • Strong understanding of trust structures, fiduciary responsibilities, and financial operations • Experience managing operational workflows, controls, and process improvement initiatives • Ability to lead cross-functional teams and collaborate with legal, tax, and financial professionals • Detail-oriented with strong analytical, organizational, and problem-solving skills • Comfortable operating in a dynamic, evolving environment with a hands-on leadership approach • Entrepreneurial mindset with a focus on building and scaling processes • Strong leadership presence with the ability to mentor and develop talent • Demonstrated ownership mindset with a track record of driving outcomes • Commitment to accuracy, client service, and operational excellence

🏖️ Benefícios

• Equal Opportunity Employer, including disabled and veterans • Applicants returning to the workforce are encouraged to apply • Gaps in experience are not penalized

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