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Posted: Saturday, March 3, 2018 12:04 AM


Company Background/Culture

Our client is Florida’s largest independent trust company, with over $2 billion in assets under management. We are seeking a fiduciary professional to join their relationship management team located in The Villages, Florida. This team works directly with clients and is responsible for ensuring that financial needs are met, and service is being delivered at the highest level. The team is comprised of investment professionals, trust administration specialists and support staff. All team members work together to meet team and company sales goals.

For over 30 years, our client and their predecessor companies have been serving communities throughout Florida. Since their inception, their vision is one of stability and lasting relationships that stand the test of time. Indeed, many of the relationships they have forged have endured beyond a lifetime, some spanning three generations. The trust company’s full range of services is provided through a dedicated relationship-management team, comprised of owners (Principals) of the firm.

This is an opportunity, as a Senior Fiduciary Principal, to play a key role in the trust company’s Villages practice, serving as the Fiduciary and Trust expert for the team. Their downtown location is unique and highly visible to the Villages community and as such, they have a robust and diverse client base. Additionally, this is an opportunity for an entrepreneurial individual to participate in ownership of the firm. Employees are welcomed and encouraged to participate in the firm’s private stock. Culturally, they have a very flat and collegial culture with a respectful, communicative, team-oriented work environment.

Key Responsibilities

Work with members of the relationship management team to exceed client needs and expectations.
Contribute fiduciary knowledge to ensure compliance with Florida statutes, tax code and internal policies.
Communicate with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about account administration, fiduciary matters and tax impact.
Have primary administrative responsibility for assigned trust and estate accounts.
Identify sales and referral opportunities from clients and business partners in order to exceed team sales goals.
Willing to reside in The Villages, Florida or surrounding area (relocation will be provided if necessary)
Participate in community and professional organizations in the area.

Professional Experience/Qualifications

Minimum of 10 years in Trust Administration with a track record showing progressive growth of responsibilities as well as stability.
Must have trust and estate administration. Experience in Florida preferred but not required
College degree required. CTFA is a plus
Experience with Florida probate code, laws and court systems preferred but candidates out of state will be considered
Proactively communicate with clients as a primary advisor.
Ability to deal directly with tax preparers and attorneys.
Willingness to share fiduciary knowledge and to be an example to others.
Exceptional work ethic, integrity, team spirit and judgment. Ability to work within a team environment to exceed client expectations.
Effective written and verbal communication skills with the ability to present to clients, business partners and management.
Strong client relationship management skills.
Sound understanding of compliance matters with a focus on governmental regulations and internal policies.
Excellent computer skills with proficiency in MS Office programs.

To Apply:
Please send your cover letter and resume to Kelly Martin

Contact Person:
Kelly Martin
Phone: 5124262196
Email Address:

• Location: Ocala

• Post ID: 21196467 ocala is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018