Head of Fiduciary Services – Operations

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🔥 9 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $180k - $220k / year

⏰ Full Time

🔴 Lead

⚙️ Operations

👻 Ghost score 0%

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Cozen O'Connor

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1970

🤝 B2B

⚖️ Legal

📋 Compliance

B2B • Legal • Compliance

Cozen O'Connor is a global law firm that provides a wide range of legal services, including litigation, corporate law, and regulatory compliance. With professionals across various sectors, the firm is dedicated to serving the needs of businesses and individuals by navigating complex legal issues and ensuring client success through strategic counsel and representation.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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