Chief Trust & Estates Leader

Chilton Trust; Wilmington (DE); On-site; USD 120,000 - 160,000; Full time

Job summary

Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance monitoring, and collaborating with Wealth Planners on estate planning and tax advice.

The ideal candidate will have over 10 years of estate and trust law experience, excellent communication skills, and strong attention to detail. This position requires a proactive professional who can build relationships and work effectively in a team.

Qualifications

• 10+ years in estate and trust law, preferably from a law firm or private wealth management.
• Self-starter capable of building a business.
• Ability to anticipate needs and learn new skills.

Responsibilities

• Supervise all trust operations and fiduciary accounts.
• Present recommendations to the Trust Committee.
• Monitor compliance with Investment Policy Statements.
• Work with Wealth Planners on client estate planning.
• Conduct audits and prepare for regulatory reviews.

Skills

Estate and trust law experience

Excellent communication skills

Attention to detail

Organizational skills

Ability to handle confidential matters

Education

Law degree or LLM in tax

Job description

Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance monitoring, and collaborating with Wealth Planners on estate planning and tax advice.

The ideal candidate will have over 10 years of estate and trust law experience, excellent communication skills, and strong attention to detail. This position requires a proactive professional who can build relationships and work effectively in a team.