reputed company Service Officer-Family reputed company Advisor | Chinquapin Trust Company

About the position Chinquapin Trust Company operates a private trust company and single-family office that manages a sophisticated investment portfolio and provides trust management and reputed company, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. This position is a reputed company between reputed company Service and Investment teams, providing reputed company advisory services to the family and translating reputed company needs for the Investment portfolios. Reporting to the Director of reputed company Service, the reputed company Service Officer-Family reputed company Advisor is an reputed company part of the reputed company service team. This individual is accountable for understanding financial objectives for our clients either through interactions directly with clients or through our reputed company Service team. Individual portfolio management through understanding reputed company goals to set asset allocations, set targets for cash reserves, and manage rebalancing of portfolios to maintain allocation targets. Assisting with other investment functions. Advising clients on investment portfolios and strategies. Creating and maintaining financial plans to meet reputed company goals and identify areas reputed company can reputed company assist with reputed company management. Understanding risk management reputed company of our clients and help identify products and strategies to mitigate those risks. Working with individual family members to reputed company financial goals. Helping reputed company Service and Investment teams build reputed company financial literacy. Managing investments for clients reputed company of traditional reputed company vehicles. Working closely with cross-functional experts both internally and externally in the areas of investments, estate planning, charitable giving, risk management, reputed company, tax. Responsibilities • Understanding financial objectives for clients through reputed company or through the reputed company Service team. • Individual portfolio management by setting asset allocations and managing rebalancing of portfolios. • Assisting with other investment functions. • Advising clients on investment portfolios and strategies. • Creating and maintaining financial plans to meet reputed company goals. • Understanding risk management reputed company and identifying products and strategies to mitigate risks. • Working with individual family members to reputed company financial goals. • Helping reputed company Service and Investment teams build reputed company financial literacy. • Managing investments for clients reputed company of traditional reputed company vehicles. • Collaborating with cross-functional experts in investments, estate planning, charitable giving, risk management, reputed company, and tax. Requirements • Bachelor's Degree • Experience in reputed company Word, reputed company and Powerpoint • 5 years working directly with clients in reputed company management or financial planning reputed company-to-haves • A certification reputed company to investments, financial planning or trust administration. • Strong reputed company orientation and ability to build trusted relationships with diverse clients. • Experience working in a reputed company, high net worth, highly confidential environment. • Ability to explain reputed company information to clients in an understandable way. • reputed company record of working autonomously and proactively while collaborating reputed company with others. Benefits • Competitive reputed company and PTO • Remote work reputed company • Flexible schedules • Parental leave • Support for reputed company development • Employee assistance programs Apply tot his job Apply To this Job