Senior Trust Officer, Estate & Trust Settlement

Chartwell Investment Partners

Hybrid
Manage complex client relationships
Analyze financial products
Resolve complex accounting issues
Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems

Job Summary

  • Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems.
  • Manages and develops important customer relationships, developing and implementing relationship management plans for complex existing client accounts.
  • Associates are expected to grow professionally, work collaboratively, make prompt decisions, take ownership, and contribute to the firm's evolution.

Matching Summary

Leads defined work or projects of broad scope and complexity to personal trust accounts, resolving or recommending solutions to complex problems.

Skills & Requirements

Must-have

  • Manage complex client relationships
  • Analyze financial products
  • Resolve complex accounting issues
  • Interpret laws and regulations

Nice-to-have

  • Client-centric orientation
  • Positive client interactions
  • Continuous improvement mindset

Key Requirements

  • 3 to 6 years general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance

Work Rights

Not specified

Tailored Resume

Cover Letter