Client Service Officer-Family Wealth Advisor | Chinquapin Trust Company

WHO WE ARE

Chinquapin Trust Company operates a private trust company and single-family office that manages a sophisticated investment portfolio and provides trust management and oversight, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. This position is a bridge between Client Service and Investment teams, providing wealth advisory services to the family and translating client needs for the Investment portfolios.

AN OVERVIEW

Reporting to the Director of Client Service, the Client Service Officer-Family Wealth Advisor is an integral part of the client service team. This individual is accountable for:

• Understanding financial objectives for our clients either through interactions directly with clients or through our Client Service team.
• Individual portfolio management through understanding client 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 client goals and identify areas CTC can further assist with wealth management.
• Understanding risk management profiles of our clients and help identify products and strategies to mitigate those risks.
• Working with individual family members to achieve financial goals.
• Helping Client Service and Investment teams build client financial literacy.
• Managing investments for clients outside of traditional CTC vehicles.
• Working closely with cross-functional experts both internally and externally in the areas of investments, estate planning, charitable giving, risk management, accounting, tax.

BASIC QUALIFICATIONS

The following is required to be considered for this role:

• Bachelor's Degree
• Experience in Microsoft Word, Excel and Powerpoint
• 5 years working directly with clients in wealth management or financial planning

PREFERRED QUALIFICATIONS

Your resume will stand out if you have:

• A certification related to investments, financial planning or trust administration.
• Strong client orientation and ability to build trusted relationships with diverse clients with a wide range of needs.
• Experience working in a professional, high net worth, highly confidential environment.
• Ability to explain complex information to clients in a way they can understand and make decisions, both written and verbally.
• Track record of working autonomously and proactively, while still collaborating well with others.

Interested? Follow the application instructions below to apply.

You must show how you meet the basic qualifications in a resume or document you upload, or by completing the work experience and education application fields.Accepted file types are DOCX and PDF.

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment.

Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference and background checks.

Hallmark is an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, pregnancy, national origin, physical or mental disability, genetics, sexual orientation, gender identity, veteran status, or any other legally protected status. Principals only please.

ABOUT HALLMARK

For more than a century, Hallmark has been bringing people together and improving the relationships that matter most. That's why millions of people all over the world connect with the Hallmark brand. It has always been a mission so much bigger than any one of us who work here. Today, we need empathetic learners, strategic thinkers, and enthusiastic visionaries with diverse experiences and skills to help us create the rest of Hallmark's second century as we shift to a more digitally savvy, unified approach that combines the best of brick-and-mortar retail with the efficiency of dot-com spaces. Help us imagine what our next hundred years could look like!

When you join Hallmark, we will go out of our way to make you feel like part of the team, even in a remote/hybrid work environment. In the day-to-day, we'll make the best use of the skills and talents you already have. We'll also give you leadership opportunities and show you multiple potential pathways to future success.

Our culture of care for our consumers and for one another shows in the way we embrace different backgrounds, identities, and working styles, deliberately seeking out ways to be more inclusive both internally among our work groups and externally through the things we make and sell to our retail partners and consumers. We believe that a broadly inclusive, equitable approach is also our best path to future success. We're seeking out those who can bring a fresh perspective to our business and would love your input as someone new to our team! We can only change and grow when we intentionally include new perspectives-like yours.

Good for You, Good for your Family, Good for the Community

We offer competitive healthcare and PTO, remote work options, flexible schedules, parental leave, support for professional development, and employee assistance programs to care for your total well-being. You canlearn more about our benefits here. But we also know the idea of benefits is bigger than that. From volunteering for relevant-skills-based projects to helping children and families and others in need, from partnering with nonprofit groups to inspiring a new generation, Hallmark provides many simple and rewarding ways for you to give back to your community. We applaud and fully support all our employees' efforts to make their communities better. Whether you're living near the KC HQ or somewhere else, Hallmarkers have a number of ways to bring our values out into the world every day. We can help you direct your energies and passions toward the things that make life better for all, whether that's volunteering, project-coordinating, donating, public-art-creating, or otherwise contributing to the neighborhoods that we call home. You can find out more aboutour approach to community involvement and corporate social responsibility here.