Job Description

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 high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.




Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.




What is the Supervisor, Investor Services Administration responsible for?
• The Supervisor is responsible for overseeing the day-to-day activities of his/her group and is responsible for ensuring overall client satisfaction. This includes ensuring proper department and company policies and procedures are being adhered to at all times. Serve as the primary contact for management and functional leaders. The Supervisor is responsible for the oversight of critical account services tasks and monitoring of service level agreements; and ensuring escalation procedures are followed. Motivate staff, enhance productivity and improve retention through developing competence and commitment. Initiate and contribute to workflow enhancements#MID_SENIOR_LEVEL

What are the ongoing responsibilities of the Supervisor, Investor Services Administration?




Supervision of Team:
• Provide leadership and guidance to staff.
• Train and evaluate staff performance.
• Develop and implement standards of performance and best practices.
• Conduct work planning/prioritization.
• Accountable for team results by maintaining quality standards and meeting deadlines.
• Coordinate projects, assignments and initiatives with focus on achieving results, communication, workflow management, project tracking and quality control.
• Provide development opportunities for direct reports to expand their skill set
• Coach, engage, and mentor team members, meeting regularly with direct reports (individually and as a group) plus others in team.
• Set performance objectives for direct reports, review progress regularly, and complete formal year-end evaluation.
• Promptly identify performance issues, taking appropriate remedial action to improve performance.
• Identify, escalate, and communicate complex/sensitive issues to Manager as appropriate.
• Support Fiduciary vision for Center of Excellence.
• Talent review and career planning to the team
• Manage the teams time off and approval of Workday requests
• Build cross functional awareness across the team.
• Building and identifying Subject Matter Experts within the team.

Client Administration:
• Understand and enforce Corporate and Department policies and procedures
• Responsible for reviewing and approving various processing requests in accordance with department and corporate policies and procedures
• Ensure accurate and timely processing of daily account administration activities, clients' instructions related to client account maintenance
• Daily review of prior day work, investigate variances, following through with required parties
• Escalate all potential errors or issues to Manager in a timely manner.
• Stay informed of all major administrative errors that may have material financial loss or adverse client impact.
• Informing the Relationship Manager and Relationship Associate of any issues and working jointly to resolve issues
• Responsible for continuous review of department processes to gain improvement and efficiency
• Serve as an escalation point for his/her group for administrative and operational issues
• Pursue guidance to resolve material administrative errors

Process, Systems, and Project Management:
• Assist with departmental projects, improvements and standardization
• Represent Investor Services Administration on corporate level projects.
• Monitor progress of projects against plans
• Report any issue or problems proactively
• Create and maintain Business Continuity Plans
• Adhere to and maintain procedures and SLAs
• Identify, recommend, and implement continuous improvement measures for processes and services

Site-level FTCI Leadership Responsibilities:
• Actively contributes as active member of site-level FTCI Management Team
• Actively contribute to various taskforces/forums
• Participate in local site-level initiatives

What ideal qualifications, skills & experience would help someone to be successful?




Education And Experience:
• 10+ years of relevant industry experience required

Additional Desirable Qualifications:
• Undergraduate degree in business-related field
• Investment Operations and Investment Accounting knowledge
• Employee Benefits and/or Trust knowledge

Knowledge, Skills, And Abilities:
• Ability to use business desktop applications (e.g. Microsoft Word, Excel, PowerPoint, Access, Visio, etc.) required
• Proper English usage, grammar, spelling, vocabulary and of generally accepted office practices, procedures, and equipment
• Excellent verbal and written communication skills
• Strong attention to detail
• Ability to represent the Company at professional and business functions in a competent manner
• Ability to work independently
• Ability to exercise independent judgment consistent with department guidelines
• Ability to manage challenging external clients and special situations
• Ability to effectively prioritize and adapt to changing workloads and deadlines
• Good interpersonal skills with the ability to function effectively in a team environment

Problem Solving And Decision Making:
• Develop solutions to a variety of complex problems; ensuring solutions are consistent with organization objectives
• Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions
• Ability to anticipate service level issues and proactively escalate

Job Level - Manager




Work Shift Timing - 6:30 PM - 3:30 AM IST




Experience our welcoming culture and reach your professional and personal potential!




Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.




By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.




Learn more about the wide range of benefits we offer at Franklin Templeton




• Most benefits vary by location. Ask your recruiter about benefits in your country.



Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or 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.




Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.





Job ID 857918