Senior Fiduciary Coordinator
Core
Support the South Region Advisory practice by managing projects, triaging trust acceptance matters, and ensuring fiduciary submissions align with policy and governance.
Role type
Senior Fiduciary Coordinator (Trust & Advisory Operations)
Builds
Fiduciary oversight workflows and regional committee administrative support
Domain
Wealth Management / Trust Administration
Deliverable
dashboards & analysis
Required skills
Trust administration, fiduciary operations, governance concepts, project coordination, data analytics, policy compliance
Preferred skills
Experience as Trust Administrator or Senior Account Specialist
Technologies
None stated
Responsibilities
Intake and triage of fiduciary matters, review submissions for completeness and policy alignment, coordinate with SFOs and Fiduciary Partners, track recurring fiduciary issues, provide data analytics and metrics reporting, support regional committee secretaries
Seniority
Senior, hands-on IC