Website Chilton Trust

Chilton Trust’s differentiated approach to wealth management and client service combines large-firm resources and expertise with a boutique’s access, close relationships and bespoke solutions.

Full Job Description

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

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