Trust Officer - Rj Trust

Chartwell Investment Partners

Remote
**
Personal trust administration
Fiduciary laws and principles
Income tax planning and preparation
** Chartwell Investment Partners is seeking a Trust Officer who will manage personal trust accounts and solve complex accounting issues. The position requires strong interpersonal skills and knowledge of tax planning, trust administration, and financial markets, operating in a remote environment. **

Job Summary

  • Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation.
  • Interacts with Financial Advisors and clients to define goals and objectives, and with beneficiaries in the personal trust administration process.
  • May lead the work of others, coaches and mentors less experienced staff, and develops strong relationships across all levels of the organization.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Trust Officer who will manage personal trust accounts and solve complex accounting issues. The position requires strong interpersonal skills and knowledge of tax planning, trust administration, and financial markets, operating in a remote environment. **

Skills & Requirements

Must-have

  • Personal trust administration
  • Fiduciary laws and principles
  • Income tax planning and preparation
  • Financial markets and products
  • Client and beneficiary interaction

Nice-to-have

  • Strong interpersonal and leadership skills
  • Ethical principles adherence
  • Develop and maintain relationships
  • Coaching and mentoring junior staff

Key Requirements

  • 3 to 6 years general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Understanding of IRA regulations
  • Knowledge of Trust Code of Florida or other applicable states

Work Rights

Not specified

Tailored Resume

Cover Letter