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Chilton Trust
Beach, FL | Full Time
$56k-69k (estimate)
3 Months Ago
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Family Office Accountant
Chilton Trust Beach, FL
$56k-69k (estimate)
Full Time | Investment Management 3 Months Ago
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Chilton Trust is Hiring a Family Office Accountant Near Beach, FL

Position Description
  • Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc.
  • Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations
  • Preparation of monthly work paper folders
  • Communication with external clients and related third parties on a regular basis
  • Liaise with Tax, Client Advisory, and other Chilton departments as appropriate
  • Ad hoc projects as needed
Candidate Description 
  • Bachelor’s Degree from a 4 year university or college, with course of study specific to accounting, business, economics, and/or finance.
  • Minimum 1 year of experience in an accounting and/or finance position or internship
  • Organized, with a strong attention to detail
  • Self-starter willing to do what it takes
  • Ability to exercise good judgment and discretion with sensitive issues
  • Excellent oral and written communication skills
  • Strong skill set in Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • Experience with Great Plains and Quickbooks a plus

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$56k-69k (estimate)

POST DATE

01/21/2024

EXPIRATION DATE

05/15/2024

WEBSITE

chiltontrustcompany.com

HEADQUARTERS

PALM BEACH, FL

SIZE

25 - 50

FOUNDED

1992

CEO

RICHARD CHILTON

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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About Chilton Trust

Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth re...porting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients. More
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