Job Description
Job Description
Job Description
Firm Description:
Chilton 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 procedures 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, monitoring accurate principal and income accounting, performing account reviews, obtaining required documentation from relevant parties, etc.).
- Conduct and present to CTC’s Trust Committee an annual review of CTC’s Trust accounts and a post 90-day acceptance review of any new account and prepare all Trust summaries.
- Together with applicable Chilton Trust investment and client advisory professionals, prepare Investment Policy Statements (“IPS”) for CTC’s clients and full Trust reviews for fiduciary relationships and monitor compliance of all investments with the IPS and the terms of the governing instrument.
- 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 systems for reports.
- Ability to interface with prospects and clients.
- Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activities
Candidate Description: - Bachelors of Arts degree
- Interest in financial services, capital markets and wealth management
- Confident self-starter willing to do what it takes to help build a business
- Ability to anticipate needs and independently learn new skill sets on the job
- 3-5 years of trust and estate administration experience
- Experience with financial services operations and transaction processing.
- Experience administering trust and investment accounts with third-party custodian banks a plus.
- Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate.
- An understanding of trust administration and financial transactions.
- Exceptional 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.
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