Custody Administration and Reporting Supervisor
$86.7k - $102.1kFranklin 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
$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...SuggestedWork experience placementWork at officeRemote work- ...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...SuggestedWork at officeRemote work
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