Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Custody Administration and Reporting Supervisor

$86.7k - $102.1k

Franklin Templeton Investments

Fiduciary Trust International is a premier investment and wealth management firm offering a dynamic collaborative approach to building and protecting wealth across generations. We are looking for a Custody Administration and Reporting Supervisor in our Saint Petersburg, FL office. The role reports to the Head of Investor Services and leads the Data Analysis team to provide administrative oversight and strategic support. Responsibilities Oversee a small team of Data Analysis professionals, coaching, developing, and managing performance. Manage financial reporting tasks for high‑net‑worth clients and coordinate with client service, operations and other departments. Maintain and support outbound data file services, ensuring accurate and timely processing of customized financial reporting. Work with Head of Investor Services to deliver management reporting and track sales activities, new and lost business, and profitability. Identify gaps in processes, recommend improvements, and monitor, evaluate, and resolve outstanding items. Develop and maintain business workflows and procedures in a central repository. Assist with projects that collect, summarize and present key metrics to drive business strategy. Qualifications Bachelor’s degree or equivalent experience. 5‑8 years of experience in financial reporting within the financial services industry. Comprehensive understanding of front, middle and back‑office processes. Proficiency with business desktop applications such as Microsoft Word, Outlook, Excel and PowerPoint. Strong people skills, ability to interact with colleagues, and collaborative approach to FTCI business objectives. Detail‑oriented, multi‑tasking, deadline‑focused, and capable of prioritizing changing workloads. Exceptional customer service, verbal and written communication skills. Ability to solve complex problems while exercising independent judgment and initiative. Self‑management skills for hybrid/remote environment with availability during normal business hours. Experience handling sensitive and confidential information and maintaining confidentiality. Compensation & Benefits Base salary ranges from $86,700 to $102,100, depending on location and experience, with an annual discretionary bonus. 401(k) plan with generous match and recognition rewards, comprehensive health care, insurance, disability benefits, employee stock investment program, learning resources and career development, reimbursement for education expenses, paid time off (vacation, holidays, sick, leave, parental & caregiving leave, bereavement, volunteering, floating holidays) and a motivational well‑being program. EEO Statement Franklin Templeton is an Equal Opportunity Employer. We provide equal employment opportunities to all applicants and employees, and evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation and any other basis protected by federal, state or local law, ordinance, or regulation. If you need an accommodation or adjustment due to a medical condition or disability, please email View email address on click.appcast.io with the requested accommodation, job title and number. It may take up to three business days to receive a response. Only accommodation requests will receive a response. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Custody Administration and Reporting Supervisor in Saint Petersburg, FL vacancy
  • $86.7k - $102.1k

     ...Custody Administration And Reporting Supervisor Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for... 
    Suggested
    Work experience placement
    Work at office
    Remote work

    Franklin Resources, LLC.

    Saint Petersburg, FL
    4 days ago
  •  ...Franklin Templeton Investments is seeking a Custody Administration and Reporting Supervisor for their Saint Petersburg, FL office. This role involves leading the Data Analysis team and managing financial reporting tasks for high-net-worth clients. The ideal candidate will... 
    Suggested
    Work at office
    Remote work

    Franklin Templeton Investments

    Saint Petersburg, FL
    2 days ago
  •  ...volatility, strengthen contract governance, and improve inventory/working capital results. Continuously evaluate processes, systems, reporting, and analytical tools to streamline procurement analytics and financial visibility. Support budgeting, forecasting, and... 
    Suggested
    Contract work
    Work at office
    Local area
    Worldwide

    Jabil

    Saint Petersburg, FL
    2 days ago
  •  ...driving strategy across fiat and digital assets, managing banking, reporting, forecasting, and risk, and overseeing compliance, audits, and...  ...is leading treasury and asset management, which encompasses custody, yield, and liquidity, as well as administering token vesting and... 
    Suggested

    Confidential

    Saint Petersburg, FL
    2 days ago
  •  ...understand and effectively operate all customer management systems. Works under supervision to perform data analysis for use in reports to help guide decision making. Works to select, deploy and get the best results from the most appropriate office system. Works... 
    Suggested
    Work experience placement
    Work at office
    Home office

    Raymond James Financial Services

    Saint Petersburg, FL
    2 days ago
  •  ...visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and...  ...are included. ~ Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding... 
    Contract work
    Remote work

    Insurance Office of America

    Treasure Island, FL
    7 hours ago
  •  ...recording various journal entries for general ledger. Day-to-Day Responsibilities Preparing various accounting statements and reports - Reviewing and verifying the accuracy of journal entries and accounting classifications assigned to various records... 
    Work at office

    AutoNation Mobile Service

    Pinellas Park, FL
    5 days ago
  •  ...branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability... 
    For contractors
    Remote work

    Insurance Office of America

    Treasure Island, FL
    5 days ago
  • $175k - $220k

     ...mitigate risks and capitalize on opportunities. Oversee the preparation and presentation of accurate and timely financial statements, reports, and analyses. Ensure compliance with regulatory requirements, accounting standards, and internal policies and procedures.... 

    Century Group

    Clearwater, FL
    5 days ago
  •  ...timely payments to avoid disruptions in operations. How You Will Contribute: Responsible for Account Current and/or Item Basis reports and reconciliation. Responsible for Account Current and/or Item Basis Carrier payables. Assists with premium corrections and... 

    Brown & Brown

    Saint Petersburg, FL
    2 days ago
  •  ...EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities,... 
    Remote work

    Insurance Office of America

    Pinellas Park, FL
    1 day ago
  • $50k - $100k

    Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ~ Opportunity for advancement ~ Paid time off ~ Signing bonus ~ Training & development My team's mission is to help people manage...
    For contractors
    Relocation package
    Flexible hours

    State Farm

    Seminole, FL
    2 days ago
  • Account Associate - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...
    For contractors

    Steve Barney - State Farm Agent

    Saint Petersburg, FL
    1 day ago
  •  ...compliance with Generally Accepted Accounting Principles (GAAP) and SEC requirements. • Manages the preparation of quarterly external reporting releases, including quarterly earnings release and supplement, while supporting preparation of quarterly external presentation.... 
    Work experience placement
    Work at office
    3 days per week

    Raymond James

    Saint Petersburg, FL
    more than 2 months ago
  • AOGarcia is hiring for a Financial Services Position. This remote role allows you to make a positive difference in the lives of families while ensuring the highest standards of integrity. Join a dedicated team that values personal growth and offers opportunities for advancement...
    Immediate start
    Remote work

    AOGarcia

    Saint Petersburg, FL
    1 day ago
  •  ..., please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and...  ...proper coverages are included. Accounts Receivable:Monitor reports and take action on delinquent accounts, collecting outstanding... 
    Contract work
    For contractors
    Remote work

    Insurance Office of America

    Treasure Island, FL
    4 days ago
  • We're Hiring! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to ...
    For contractors

    Joanne Dauphin - State Farm Agent

    Pinellas Park, FL
    4 days ago
  •  ...is looking for an Account Associate - Commercial Lines to join their team. This remote position requires expertise in handling administrative tasks and customer service in the insurance field. The ideal candidate will have at least 2 years of industry experience, knowledge... 
    Work at office
    Remote work

    Insurance Office of America

    Madeira Beach, FL
    3 days ago
  • $132.5k - $338.3k

    Job Description Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating...
    Work at office
    Local area

    Accenture

    Saint Petersburg, FL
    1 day ago
  • $94.4k - $293.8k

    Job Description Retail Banking Manager Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance...
    Work at office
    Local area

    Accenture

    Saint Petersburg, FL
    1 day ago
  •  ...Property & Casualty Claims Executive The Claims Executive is responsible for accurate reporting and filing of claim litigation to the respective Carrier, in addition to handling complex claims scenarios along with resolution of claims disputes. The Claims Executive... 

    Higginbotham

    Saint Petersburg, FL
    1 day ago
  • $50k - $100k

    Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent Team Member for Ben Feller - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and...
    For contractors
    Relocation package
    Flexible hours

    Ben Feller - State Farm Agent

    Seminole, FL
    4 days ago
  • A leading insurance team is seeking licensed life insurance agents in Saint Petersburg, Florida. This role offers virtual options with no cold calling or door-to-door sales. Applicants will receive training and support to achieve their licenses if not already licensed....
    Remote work

    Emergent Financial Group

    Saint Petersburg, FL
    1 day ago
  • A modern insurance agency in the United States seeks Licensed Life Insurance Agents to join their team. This role offers flexible remote work with no cold calling, as warm leads are provided. Agents can build their reputation through advanced marketing tools, leading to...
    Remote work
    Flexible hours

    AO Garcia Agency

    Saint Petersburg, FL
    1 day ago
  • $45k - $52k

    Evolving Solution Services is seeking a Campus Director/Lead in Saint Petersburg, FL. This full-time role involves overseeing and implementing federal aid services for client schools, ensuring compliance with guidelines. Candidates must have a Bachelor's degree and over...
    Full time
    Remote work

    Evolving Solution Services

    Saint Petersburg, FL
    3 days ago
  •  ...records for our company. Responsibilities: * Prepare and examine accounting records, financial statements, taxes, and other financial reports * Develop and analyze reporting for business operations and budgets * Create new processes to improve financial efficiency * Report... 

    VAN MIDDLESWORTH & CO PA

    Saint Petersburg, FL
    28 days ago
  •  ...projects. - Develop and manage operational productivity analyses and tracking of metrics. - Develop and manage project status reporting for assigned areas of business. - Prepare routine and ad-hoc financial reports and analysis. Minimum Requirements - A minimum... 
    Minimum wage
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work

    Maximus

    Saint Petersburg, FL
    3 days ago
  •  ...capital expenditure schedules | Prepares, records, analyzes and reports accounting transactions and ensures the integrity of...  ...ensure task completion; coordinates work activities with other supervisors Problem solving is guided by policies and procedures; receives... 
    Full time
    Contract work
    Work at office

    General Dynamics - Ordnance and Tactical Systems (FL,TX,VA, ...

    Saint Petersburg, FL
    1 day ago
  •  ...JOB DESCRIPTION JOB TITLE: Chief Financial Officer (CFO) DEPARTMENT: 400 - Finance REPORTS TO: Chief Executive Officer (CEO) JOB SUMMARY: The Chief Financial Officer (CFO) at PharmaLink is a key member of the executive leadership team and a strategic... 

    PharmaLink

    Seminole, FL
    3 days ago
  • Description: Are you ready to take your career in public accounting leadership to the next level? At BJM Group, were more than just an accounting firm were a growing network of professionals who value teamwork, innovation, and community impact. Were seeking an experienced...
    Work at office
    Immediate start

    BJM Employer Inc

    Bay Pines, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Custody Administration and Reporting Supervisor. Be the first to apply!