Trust Officer - Settlement Onboarding

Chartwell Investment Partners

Hybrid
Trust and estate settlement administration
Income tax planning and preparation
Fiduciary laws and principles knowledge
The role involves administering trust and estate settlements while facilitating the pre-acceptance and onboarding of new accounts

Job Summary

  • The role involves administering trust and estate settlements while facilitating the pre-acceptance and onboarding of new accounts.
  • Candidates will participate in income tax planning processes and explain complex tax matters to beneficiaries and financial advisors.
  • The position requires interacting with clients and internal teams to define goals, establish asset allocation, and review portfolio changes.

Matching Summary

The role involves administering trust and estate settlements while facilitating the pre-acceptance and onboarding of new accounts.

Skills & Requirements

Must-have

  • Trust and estate settlement administration
  • Income tax planning and preparation
  • Fiduciary laws and principles knowledge
  • Personal trust administrative authority
  • Financial advisor collaboration

Nice-to-have

  • Strong interpersonal and leadership skills
  • Excellent public presentation skills
  • Coaching and mentoring junior staff
  • Discretionary decision-making ability
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 3 to 6 years of general experience
  • Knowledge of Trust Code of Florida or applicable state statutes
  • Experience with computer-based trust accounting systems

Work Rights

Not specified

Tailored Resume

Cover Letter