Executive Assistant-repost Full-time Job

1 week ago Financial Services New York City 2 views Reference: 4zbqjpmGdpr

Job Details

Firm DescriptionChilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning.

CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware.Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.Position DescriptionThe Executive Assistant will serve as a trusted partner to the CEO, providing high-level administrative and operational support. This role requires exceptional organizational skills, discretion, and the ability to anticipate needs in a dynamic, fast-paced environment.

The ideal candidate will embody professionalism and uphold the firm’s values in all interactions.Key ResponsibilitiesCalendar & Scheduling: Manage complex calendars, coordinate internal/external meetings, and arrange travelProject Management: Assist with strategic initiatives, marketing efforts, and ad hoc projects as directed by the CEOCommunication Management: Screen and prioritize calls, and correspondence; draft responses and prepare briefing materialsMeeting & Event Coordination: Organize executive meetings, board sessions, and client events; prepare agendas, presentations, and follow-up documentationConfidentiality: Handle sensitive information and documents with the utmost discretionOperational Support: Process expense reports, invoices, and maintain accurate records; liaise with vendors and service providers as neededCross-Functional Collaboration: Serve as a point of contact between the CEO and internal departments; ensure smooth communication and workflowCandidate DescriptionBachelors Degree3-5 years of corporate business experience, preferably in financial servicesExcellent oral and written communication skills Strong working knowledge of Microsoft Office Ability to work/interface with others in a cooperative mannerOrganized, with a strong attention to detailFlexible, independent and self-directedAbility to handle confidential mattersAbility to exercise good judgment and discretion with sensitive issuesPowered by JazzHRfkas0hBq9E

Company Description

Firm DescriptionChilton Trust (CTC) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware.Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients interests first.Position DescriptionThe Executive Assistant will serve as a trusted partner to the CEO, providing high-level administrative and operational support. This role requires exceptional organizational skills, discretion, and the ability to anticipate needs in a dynamic, fast-paced environment. The ideal candidate will embody professionalism and uphold the firms values in all interactions.Key ResponsibilitiesCalendar & Scheduling: Manage complex calendars, coordinate internal/external meetings, and arrange travelProject Management: Assist with strategic initiatives, marketing efforts, and ad hoc projects as directed by the CEOCommunication Management: Screen and prioritize calls, and correspondence; draft responses and prepare briefing materialsMeeting & Event Coordination: Organize executive meetings, board sessions, and client events; prepare agendas, presentations, and follow-up documentationConfidentiality: Handle sensitive information and documents with the utmost discretionOperational Support: Process expense reports, invoices, and maintain accurate records; liaise with vendors and service providers as neededCross-Functional Collaboration: Serve as a point of contact between the CEO and internal departments; ensure smooth communication and workflowCandidate DescriptionBachelors Degree3-5 years of corporate business experience, preferably in financial servicesExcellent oral and written communication skills Strong working knowledge of Microsoft Office Ability to work/interface with others in a cooperative mannerOrganized, with a strong attention to detailFlexible, independent and self-directedAbility to handle confidential mattersAbility to exercise good judgment and discretion with sensitive issuesPowered by JazzHRfkas0hBq9E

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