Trust Officer

Company: Chilton Trust
Location: Palm Beach
Posted on: May 26, 2023

Job Description:

ChilChilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach.Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients' interests first.Position Description:The Trust Officer will have responsibilities and tasks that include but are not limited to the following:Provide support to the Fiduciary team to quarterback all Chilton Trust resources necessary to provide wealth and investment solutions for all fiduciary clients.Assist with the new client on-boarding procedure to ensure a smooth and timely transition to the Chilton Trust investment advisory platform. This includes preparing new account opening documents, coordinating asset transfers and working closely with custodians.Responsible for day-to-day administration of CTC accounts, trust accounts and any estate administration (including supervising distributions, wire transfers, etc. with Chilton Trust's custodians and monitoring accurate principal and income accounting).Prepare for audits by any auditors and/or regulators.Perform special projects as assigned, including Excel spreadsheets, and PowerPoint presentations.Ability to understand reporting and how to access system for reports.Ability to interface with prospects and clients.Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activitiesCandidate Description:Bachelors of Arts degreeInterest in financial services, capital markets and wealth management; trust and estate administration experience a plusConfident self-starter willing to do what it takes to help build a businessAbility to anticipate needs and independently learn new skill sets on the job4-5 years of corporate business experience, preferably in financial services, ideally in wealth managementExperience with financial services operations and transaction processing.Experience administering trust and investment accounts with third-party custodian banks.Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate.An understanding of financial transactions and an operational understanding of financial planning, estate and transfer tax issues and income tax issues.Experience or proven interest in trust administrationExceptional problem-solving skills, organizational skills, attention to urgency and detail, and deadline oriented.Clear and concise oral and written communication skills.Able to work successfully both independently and in a team environment.Energetic, dynamic, highly motivated, ethical & mature, with an understanding of the importance of confidentiality and discretion.Systems knowledge: Microsoft Office - especially Excel, PowerPoint and Word, financial reporting and asset aggregation systems, Bloomberg.gK7JcPEKjn

Keywords: Chilton Trust, Palm Beach , Trust Officer, Accounting, Auditing , Palm Beach, Florida