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Chilton Trust · 1 day ago

Analyst, Client Advisory

Palm Beach, FL

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Chilton Trust is a private wealth management firm that offers bespoke services including asset allocation advice and trust planning. The Analyst will coordinate resources for client services, assist with daily requests, and manage trust account administration.

AdviceFinancial ServicesWealth Management

Responsibilities

Work closely with the local team to coordinate all necessary resources to provide clients with wealth and investment service, including collaboration with clients’ teams of advisors (i.e., accountants, lawyers, etc.)

Assist with daily client requests (including moderate family office services), coordinate the movement of assets and distributions, help implement investments as directed, assist in the preparation and delivery of reports and address any compliance issues

Perform the day-to-day administration of trust accounts and any estate administration, including principal and income accounting, completion of Reg 9 reviews, etc

Coordinate preparation for client meetings, and complete follow-up, etc., working directly with client relationship teams to support clients on an ongoing basis

Work with Operations and Reporting teams to ensure proper execution of daily tasks, cash management, disbursements, proper account funding, subscriptions and redemptions etc

Assist with the new client on-boarding procedure 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

Prepare Investment Policy Statements and regularly monitor compliance with proposed asset allocation

Assist with daily account administration – review of client statements, obtaining third-party manager performance and holdings reports, addressing accounting issues, managing client files, etc

Work closely with our preferred custodians to manage day to day client transactions and execute client service tasks

Input data into various systems (ex. CRM) and interface with clients to obtain information as needed

Process annual account reviews and various audit requests

Help maintain marketing materials and preparation of prospective client presentations, including requests for proposals

Utilize Contact Relationship Management database for marketing and client communication

Provide support as needed on various ad-hoc tasks, such as firm sponsored events for clients, prospects and partners of the firm, and assist other departments as needed and assigned

Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activities

Qualification

Wealth managementClient serviceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordProblem-solvingOrganizational skillsAttention to detailCommunication skillsTeamworkConfidentiality