SCI Shared Resources LLC Corporate - Supervisor, Trust or Trust Supervisor in Jefferson, Louisiana

Overview & Responsibilities

This position assists the Trust Manager and Director by providing oversight and review of the legal and trust services process. The position heavily interacts with trustees, legal counsel and state regulators on important trust administration issues. The candidate should look for continued ways to improve relationships with those entities and generate improvements surrounding the trust accounts.

SPECIFIC RESPONSIBILITIES:

  • Work alongside the Trust Manager to ensure that trust administration/services functions are handled proficiently and timely.

  • Work with the Trust Director, investment advisor’s board members, and Senior Corporate Counsel to ensure the investment advisor’s

compliance programs are operational.

  • Assist with the compliance of wholly-owned state-chartered trust company.

  • Work daily with trustees on issues pertaining to SCI’s overall trust structure pertaining to the trustee’s processes or SCI’s processes.

  • Manage the process whereby all trust agreements are established with trustees timely and in accordance with state regulations.

  • Coordinate the restructuring of trust accounts and supervise the realignment of trust accounts among trustees and states.

  • Establish trust accounts after acquisition; coordinate on transfer of accounts and removal of trustee after disposition. Coordinate with

Information Support, A&D and field personnel throughout the process.

  • Work with SCI Governmental Affairs and Legal to push legislative changes that would benefit SCI’s initiatives.

  • Evaluate and propose changes to overall trust operational structure to reduce risk and increase efficiencies.

  • Work with OroSolutions to ensure data flow, integrity and structural issues are identified and rectified.

  • Assist in the preparation or review of outgoing correspondence to state regulators and responses to auditors to ensure they are high

quality, professional, and appropriately express SCI’s position.

  • Participate in and manage ad hoc projects as needed.

CORE / CRITICAL COMPETENCIES

Demonstrates a Commitment to Services Excellence, Trustworthiness and Integrity

  • Builds trust with others by following through on commitments

  • Conducts oneself ethically in personal and business interactions

Promote Innovation

  • Brings perspectives and approaches together, combining them in creative ways

  • Generates and champions new ideas and initiatives

Achieve Results

  • Pursues challenging goals; Shows a strong drive to achieve meaningful results

  • Anticipates potential roadblocks and challenges. Proactively resolves issues when they arise

Display Adaptability

  • Works productively in the face of multiple demands, shifting priorities, and rapid change

Communicate Effectively

  • Conveys information clearly and concisely in written and spoken communication

  • Expresses self clearly and appropriately in group and individual interactions

  • Listens actively, acknowledges and summarizes others’ comments to ensure understanding

  • Conveys facts and information clearly in written and spoken communications

Collaborate with Others

  • Readily involves others appropriately to accomplish individual and group goals

  • Invites and builds on the ideas, input and feedback received from others

Build Productive Relationships (Internal / External)

  • Initiates and develops productive relationships with others; relates to others in an open, respectful and approachable manner

  • Manages disagreements tactfully, working toward win-win situations

Requirements & Qualifications

Education:

  • Bachelor’s degree in Accounting or a related discipline. Paralegal or legal education a plus.

Certification/License:

  • CPA or MBA preferred

Knowledge, Skills & Abilities:

  • Dealing with ambiguity and problem-solving.

  • Ability to read applicable laws and apply them in practice.

  • Conflict management and customer focus skills.

  • Ability to professionally represent SCI in front of trustee, state regulators and auditors.

  • Understanding of trust accounting and tax procedures, and excellent written and oral communication skills.

  • Management and organization skills to ensure OSP, SCI Legal, Field Operations and other SCI departments work as a team to meet compliance requirements.

WORK CONDITIONS

Work Environment

When considering the work environment associated with this job, the following factors may apply:

  • Work indoors and outdoors during all seasons and weather conditions

  • Limited amount of local and/or multiple location traveling required

  • Professional Dress is required except as approved by manager or Jean Day Fridays.

SCI Overview

Who we are. What we do.

We’re more than North America’s largest provider of funeral, cremation and cemetery services. We are mothers, fathers, sisters, brothers, sons and daughters who are devoted to the communities where we live and work. We are more than 20,000 dedicated individuals who provide caring assistance to families in need, honor veterans and public servants and deliver lifesaving programs to help keep children and seniors safe.

We operate under the umbrella of the Dignity Memorial network of 1,800 funeral homes and cemeteries. Dignity Memorial providers care for more than 300,000 families each year and understand the importance of thoughtful, personalized arrangements. We believe creating meaningful ways to pay tribute to a loved one begins with compassion and is shaped by the understanding that each life is truly unique. For us, there is no greater responsibility than honoring and preserving the story of one’s life.

Benefits Options:

  • Health benefits (medical, dental, vision, life)

  • 401K Retirement Savings Plan with company match

  • Vacation and sick time

  • Tuition reimbursement

  • Funeral discounts, and more

SCI offers advanced on-line training resources, career advancement opportunities in the largest organization in the industry, attractive benefits, and a wonderful community to serve with plenty of culture and personality. For additional information regarding our company, please visit our corporate site at www.sci-corp.com .

As used herein, “SCI” refers to Service Corporation International and its affiliated companies.

Equal Opportunity Employer, M/F/D/V

Associate Requisition ID Req.67734

# of Openings 1

Category (Portal Searching) Finance and Accounting

Type Full-Time

Source SCI