Chief Trust & Estates Leader

Chilton Trust; Town of Florida (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Chilton Trust, located in Town of Florida, is seeking a Chief Trust Officer to lead trust operations and fiduciary relationship management. The ideal candidate will have over 10 years of estate and trust law experience and a law degree or CFP designation.

This position involves providing estate planning and tax advisory services, managing trust accounts, and preparing Investment Policy Statements. Successful candidates will be proactive, detail-oriented, and possess excellent communication skills.

Qualifications

• 10+ years of direct experience in estate and trust law.
• Confident self-starter willing to help build a business.
• Ability to handle confidential matters.

Responsibilities

• Supervise all trust operations and related activities.
• Provide recommendations for fiduciary appointments.
• Day-to-day administration of all trust accounts.

Skills

Estate and trust law experience

Excellent oral and written communication

Analytical skills

Organizational skills

Client relationship management

Education

Law degree or LLM in tax or CFP

Job description

Chilton Trust, located in Town of Florida, is seeking a Chief Trust Officer to lead trust operations and fiduciary relationship management. The ideal candidate will have over 10 years of estate and trust law experience and a law degree or CFP designation.

This position involves providing estate planning and tax advisory services, managing trust accounts, and preparing Investment Policy Statements. Successful candidates will be proactive, detail-oriented, and possess excellent communication skills.