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Chartwell Investment Partners is seeking a Trust Officer for Settlement Onboarding to administer trust and estate settlement accounts while facilitating the onboarding process. The role requires strong interpersonal and leadership skills, as well as a solid understanding of trust laws and financial principles.
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Job Summary
Administers trust and estate settlement accounts, as well as facilitates the pre-acceptance and onboarding of new trust and estate settlement accounts.
Participates in income tax planning and preparation, and explains tax matters to beneficiaries and Financial Advisors.
Interacts with Financial Advisors and clients to define goals, establish asset allocation, and review portfolio changes.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Trust Officer for Settlement Onboarding to administer trust and estate settlement accounts while facilitating the onboarding process. The role requires strong interpersonal and leadership skills, as well as a solid understanding of trust laws and financial principles.
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Skills & Requirements
Must-have
Trust and estate settlement administration
New account pre-acceptance and onboarding
Income tax planning and preparation
Client and beneficiary interaction
Fiduciary laws and principles
Nice-to-have
Develop strong organizational relationships
Provide efficient client service
Lead and mentor junior staff
Effective meeting facilitation
Key Requirements
3 to 6 years of general experience
Bachelor's degree in Accounting, Business Administration, or Finance
Knowledge of Trust Code of Florida or other applicable states