<h3>Job Description</h3>
Job Description
Pay: $16 - $18/hour starting
Job Type: Full Time
Hours: Monday-Thurs: 8:15 am to 7pm, Friday: 8:15am to 1:30pm, 1 Saturday a Month 8:15-11:30 am
Benefits: Health Care Plans and PTO for Full Time Employees
About The Company:
Fusion Chiropractic Spa is proud to be one of the top chiropractic offices in South Florida. Our approach to wellness is to treat the cause rather than the symptoms, to, therefore, optimize results. By utilizing quality chiropractic care in conjunction with massage, physical therapy, and diet &amp; nutrition, our goal is total-body wellness. Our doctors specialize in sports injuries, auto accidents, personal injury, neck pain, back pain, extremity pain, headaches, migraines, sciatica, chronic pain, TMJ, numbness, joint pain, arthritis, weight loss, plantar fasciitis, carpal tunnel, poor posture, and more.
Your Role:
As a chiropractic assistant, you will be working under the direction of our Doctors of Chiropractic Medicine in order to provide our patients with quality care. These duties include:
<ul>
<li>Electric Muscle Stimulation and Ultrasound.</li>
<li>Assisting the Doctor of Chiropractic and Front Office Manager.</li>
<li>Maintaining Office Cleanliness and Fusion Standards.</li>
</ul>
What Our Fusion Family Looks For:
<ul>
<li>A kind and compassionate individual with a passion for health care.</li>
<li>A quick learner and self-starter.</li>
<li>An organized, friendly and professional demeanor.</li>
<li>Commitment to personal development and growth with Fusion Chiropractic Spa.</li>
</ul>
Qualifications for the Position:
<ul>
<li>Excellent verbal, written and interpersonal communication skills.</li>
<li>Goal-oriented with proven critical thinking and problem-solving skills.</li>
<li>Professionalism in all aspects and interactions.</li>
</ul>

Chiropractic Assistant

<h3>Job Description</h3>
Job Description 
The Administrative Assistant provides comprehensive support to the Property Manager, residents, and vendors. This role involves office administration, resident services, communication, scheduling, vendor coordination, records management, and event/facility support. The ideal candidate ensures smooth day-to-day operations while maintaining excellent communication and organizational skills. 
 
Key Responsibilities: 
 
<ul>
<li>Answer and return incoming phone calls, check voicemails, and respond to emails in a timely and professional manner. </li>
<li>Greeting and assist visitors, providing directions or connecting them with the appropriate representative or sub-association management company. </li>
<li>Assist with preparing materials for board meetings, including printing agendas and organizing documentation. </li>
<li>Notify janitorial and maintenance personnel of upcoming meetings and ensure meeting rooms are properly set up. </li>
<li>Maintain the office calendar with meetings, events, and key deadlines including all sub-associations. </li>
<li>Send email blasts through GateKey upon manager’s request. </li>
<li>Monitor and manage the office mailbox, distributing mail and filing documents digitally and appropriately. </li>
<li>Send and Receive notifications, and processing payments and applications for the commercial parking lot, including enforcement of late fees. </li>
<li>Issue parking passes for residents and guests and notify the rover on-site security of authorized visitors. </li>
<li>Assist residents with administrative tasks such as GateKey updates, ACH setups, ledger reviews, and general support. </li>
<li>Forward lease applications and renewals to relevant sub-association management companies to confirm any open violations and/or open balances. Compile tenant summaries (credit score, income, violations) for committee review and approval. </li>
<li>Contact and coordinate with vendors on projects approved by the Property Manager. </li>
<li>Request and track quotes from vendors; submit them for managerial review. </li>
<li>Ensure vendors are properly registered in GateKey and notify security of scheduled visits. </li>
<li>Maintain a log of all vendors check-ins and ensure sign-in protocols are followed. </li>
<li>Order and maintain inventory of maintenance, janitorial, and office supplies (e.g., dog waste bags, paper products, sanitizer). </li>
<li>Coordinate with maintenance staff to ensure adequate supplies and facility upkeep. </li>
<li>Maintain a preventive maintenance calendar (e.g., HVAC checks, supply restocking). </li>
<li>Update and manage bulletin boards with current licenses, notices, and required documents. </li>
<li>Draft and post community notices as needed. </li>
<li>Organize, reconcile, and code monthly receipts, statements, and invoices; maintain spreadsheets and submit to bookkeeping. </li>
<li>Track distribution of decals and key fobs, keeping detailed and updated logs. </li>
<li>Maintain accurate homeowner, vendor, and association records across platforms (Vantaca, GateKey, Keri, Kantech). </li>
<li>Send warranty deeds and update homeowner records to reflect ownership changes. </li>
<li>Manage clubhouse rental applications, payments, and scheduling. </li>
<li>Coordinate and schedule sub-association meetings and ensure meeting space is properly set up and documented. </li>
<li>Assist residents with understanding facility use rules, rental procedures, and general association policies. </li>
<li>Provide reliable administrative and operational support to the Property Manager across all areas of responsibility. </li>
<li>Proactively identify opportunities to improve internal processes and implement solutions. </li>
<li>Ensure daily operations run efficiently, supporting the goals of the manager and the board. </li>
</ul>
 Full-Time Pay Rate: Up to $21 DOE PLEASE DO NOT APPLY IF YOU LIVE MORE THAN 30 MINUTES FROM THE WEST PALM BEACH AREA!

Administrative Assistant

<h3>Job Description</h3>
Job Description

Come save lives with us!

We are seeking an enthusiastic and ambitious Executive facility leader to become a part of our recovery team in the Palm Beach market!

Advanced Recovery Systems is a behavioral healthcare management organization focused on addressing addiction and mental health challenges. We provide essential support for individuals facing substance use disorders and mental health issues across the U.S. Our facilities deliver exceptional care using evidence-based therapeutic models, aiming to empower men, women, and adolescents to live fulfilling lives free from addiction and mental health struggles.

The Site CEO takes the lead with complete responsibility for the operations of their designated facility or facilities. This role encompasses the management of all departments and functions, ensuring the facility's financial stability, adhering to all regulatory requirements, and delivering exceptional products and services to our patients and their families. As the primary decision-maker for all financial aspects, including expense approvals, the Site CEO will receive support from corporate functions such as HR, IT, Finance, and Marketing. This position reports directly to the SVP of Operations or the Regional Director of Operations.

Key responsibilities include:
<ol>
<li>Oversee facility operations and financial performance.</li>
<li>Approve expenses and track revenue/expenditures.</li>
<li>Monitor departmental performance metrics and develop improvement plans.</li>
<li>Conduct bi-monthly one-on-one meetings with departmental leaders.</li>
<li>Align leadership team with corporate vision and procedures.</li>
<li>Identify and implement areas for improvement.</li>
<li>Provide ongoing team training for managing discharges.</li>
<li>Ensure compliance with state and accreditation regulations.</li>
<li>Implement and enforce company policies and procedures.</li>
<li>Foster a welcoming facility culture focused on client needs.</li>
<li>Support leadership team collaboration for facility success.</li>
<li>Ensure compliance with accreditation standards and licensing regulations.</li>
<li>Achieve successful state and joint commission audits with minimal deficiencies.</li>
<li>Facilitate timely staff orientation and maintain effective staffing ratios.</li>
<li>Establish accountability within departments.</li>
<li>Provide reporting information to leadership.</li>
<li>Manage facility operations for safety and maintenance.</li>
<li>Approve payroll and invoices for staff, contractors, and vendors.</li>
<li>Coordinate with business development to maintain community partnerships.</li>
<li>Ensure exceptional service across all departments.</li>
<li>Perform other assigned duties.</li>
</ol>
Requirements
CORE COMPETENCIES:
Proficient in analyzing performance data for productivity and goal assessment, identifying cost reduction and program improvement areas. Capable of ensuring compliance with accreditation standards and licensing regulations. Excellent team player, collaborating with leadership on staffing needs and candidate interviews. Strong time management skills.

EDUCATION:
Master’s degree and five (5+) years of experience as defined below. Or Bachelor’s degree and ten (10+) years of experience as defined below. Or 10+ years’ experience as a Director as defined below: 
With Master’s - five (5) years of full-time, or full-time equivalent, administrative or supervisory experience in a licensed substance use disorders treatment facility. With Bachelor’s – ten (10) years of full-time, or full-time equivalent, administrative or supervisory experience in a licensed substance use disorders treatment facility. Or ten (10+) years’ experience in an administrative or supervisory director role in an addiction, psychiatric, or mental health licensed facility. 

LICENSURE/CERFICATION DESIRED:

<ul>
<li>Basic First Aid</li>
<li>CPR</li>
<li>Ability to maintain licenses/certifications as required by Company policies and State regulations</li>
</ul>

The Company adheres to both state and federal nondiscrimination laws and policies that prohibit discrimination on the grounds of age, color, disability, national origin, race, religion, or sex. It is illegal to retaliate against individuals or groups for their participation in a discrimination complaint or for their opposition to discriminatory practices or Equal Employment Opportunities.

We are proud to be a drug-free workplace.
Advanced Recovery Systems, a national integrated behavior healthcare management company dedicated to the treatment of addiction, substance abuse, eating disorders and mental health issues. We invite you to learn more about us at our website: The Recovery Village! 
Benefits
Enjoy a range of benefits, including a 401(k) plan with match, generous paid time off, comprehensive medical, dental, and vision coverage, and so much more!

Site CEO

<h3>Job Description</h3>
Job DescriptionDescription:
Position Summary:
Ensures the food service provided for the community meets and/or exceeds company standards while maintaining compliance with HACCP, OSHA, state and federal regulations. 

Essential Functions:
<ul>
<li>Plans weekly menus in accordance with the community policies and procedures, and incorporates a variety of nutritional foods and foods in season </li>
<li>Maintains an adequate inventory of foods and supplies from company approved vendors </li>
<li>Continues to look for ways to improve and/or enhance the quality of the food service provided </li>
<li>Prepares and cooks food in accordance with nutritional guidelines, regulations, and residents’ individual prescribed diets and food preferences </li>
<li>Ensures that food is prepared and served in an appetizing and appealing manner </li>
<li>Assists in fostering residents’ independence with eating by taking the time to know the residents and providing adaptive equipment when needed </li>
<li>Ensures that food is delivered on time </li>
<li>Visits with the residents at each meal when able to ensure quality of service. Ensures that all concerns will be addressed </li>
<li>Prepares food and coordinates food services for special community events when requested </li>
<li>Encourages residents to participate in the food service program by providing a forum for their input and suggestions </li>
<li>Maintains a clean, organized and safe kitchen environment </li>
<li>Ensures proper storage and handling of food in accordance with infection control standards </li>
<li>Participate in the recruitment and hiring of food service associates </li>
<li>Participate in training of all associates, including food service associates, in safety issues, emergency situations, infection control and safe practices </li>
<li>Supervises all food service associates ensuring adequate staffing meeting the needs of the community </li>
<li>Ensures that all food staff abide by sanitation and safety regulations and perform their duties as required and expected </li>
<li>Conduct regular performance appraisals with associates </li>
<li>Ensure appropriate handling of on-the-job injuries as reported by associates </li>
<li>Performs Manager On Duty responsibilities when assigned </li>
<li>The ability to work in a safe and alert manner </li>
<li>The ability to take ownership for associate’s safety and the safety of the residents </li>
<li>Must disclose any medication that might impair associate’s ability to perform the job safely or competently. </li>
</ul>

Non-Essential Functions:
<ul>
<li>Leads by example exhibiting the CORE Values through servant leadership </li>
<li>Encourages teamwork and promotes company philosophy </li>
<li>Attends required community meetings and participates Life Enrichment activities when able </li>
<li>Completes all required courses in adherence with HRA University </li>
<li>Is prompt and able to perform the required duties of the position on a regular, predictable basis </li>
<li>Becomes familiar and understands how to report a missing person using the Safe Return program or equivalent </li>
<li>All associates are responsible for maintaining a safe and secure environment for all community residents </li>
</ul>
 
Requirements:
Qualifications/Skills/Educational Requirements:
<ul>
<li>High school education. Associates or Bachelor’s degree preferred </li>
<li>Requires valid state certification as Certified Dietary Manager </li>
<li>Minimum of one-year experience as a chef/cook </li>
<li>Minimum of one-year experience with supervision or management </li>
<li>Current food service sanitation certificate </li>
<li>Experience with Microsoft Office and Outlook software preferred </li>
<li>Able to communicate effectively with all levels of management, associates, residents, family members, and outside contacts </li>
<li>Knowledge of Hazard Analysis and Critical Control Point Compliance (HACCP) and OSHA regulations </li>
<li>Knowledge of state food-handling and kitchen regulations </li>
<li>Able to make independent decisions </li>
<li>Able to seek out new methods and willing to incorporate them into existing practices when applicable </li>
<li>Must possess a passion to work with and around senior citizens </li>
</ul>

DIRECTOR OF HOSPITALITY

<h3>Job Description</h3>
Job Description
WARM
 
HOME
 
COMPASSIONATE
 
APPRECIATED
 
ELDERS
 
TEAMWORK
 
If you identify with the words above ...then you have found a company above all the rest...
 
Come work in a place that will remind you why you chose healthcare...
Some things about working at John Knox Village:
<ul>
<li>Pay rates starting at $16.50</li>
<li>Strong team and professional work environment </li>
<li>Meaningful life engagement with elders</li>
<li>Excellent staff-to-resident ratio</li>
<li>Generous time-off benefits</li>
<li>Comprehensive benefit program including medical, dental, vision, 403b retirement plan and more! </li>
<li>Respectful and collaborative management and employee relations </li>
<li>Tuition reimbursement - this is only for full time.</li>
<li>Employee rewards &amp; recognition program and incentives </li>
<li>Convenient shifts to fit your lifestyle. </li>
</ul>
What we Require:
<ul>
<li>Selected candidates will have a current CNA license in the State of Florida</li>
<li>1+ years of experience in a long-term care or rehab environment </li>
<li>Current BLS card. </li>
</ul>
We are an innovative, caring &amp; diverse work culture committed to keeping our employees, residents and elders safe.
John Knox Village is a not-for-profit Life Care Retirement Community offering a full range of independent living, assisted living and skilled nursing care options for more than 1,000 senior residents on our 70-acre campus, located in Pompano Beach, convenient to major highways and transportation options.
WHERE POSSIBLITIES WORK...
 
 
John Knox Village is proud to be a SAFE PLACE TO WORK! Come work at a Great Place to Work®, as well as a Beacon and Pinnacle Lifestyle Award winning organization that puts the health of our residents and employees first.
John Knox Village is a Drug-free and Tobacco-Free workplace. EOE
 Job Posted by ApplicantPro

<h3>Job Description</h3>
Job DescriptionNow Hiring: Activities Staff | Bring the Fun to Our Resort Team!
Do you love creating unforgettable moments and keeping guests smiling? Are you energetic, outgoing, and ready to make every day feel like vacation? If so, we’d love to meet you!
Palm Beach Shores is currently seeking a Part-time Activities Attendant to join our resort team. In this role, you’ll help plan, promote, and lead daily recreational activities for guests of all ages: creating a fun, safe, and welcoming environment where memories are made.
What You’ll Do:
<ul>
<li>Plan and lead engaging daily activities and events for children and adults</li>
<li>Encourage guest participation and keep the energy upbeat and positive</li>
<li>Promote a welcoming, safe, and enjoyable resort environment</li>
<li>Communicate schedules and event details to guests clearly and enthusiastically</li>
<li>Assist with poolside games, special events, and outdoor recreation</li>
<li>Maintain clean and organized activity areas and equipment</li>
<li>Ensure guest safety and respond calmly in case of emergencies</li>
<li>Support the team with event setup, cleanup, and coordination across departments</li>
</ul>
What We’re Looking For:
<ul>
<li>Friendly, energetic, and guest-focused personality</li>
<li>Strong communication and interpersonal skills</li>
<li>Organized and dependable, with a positive attitude</li>
<li>Able to multitask in a busy, fast-paced environment</li>
<li>Prior experience in hospitality, recreation, or customer service a plus</li>
<li>Flexibility to work evenings, weekends, and holidays as needed</li>
</ul>
Why Join Us?
<ul>
<li>Work in a lively, team-oriented resort environment</li>
<li>Enjoy a role where every day brings something new and exciting</li>
<li>Opportunities for growth in hospitality and resort operations</li>
</ul>
Ready to bring your energy and creativity to our resort? Apply today and help us make every guest experience unforgettable!

Activities Attendant/Part-time

<h3>Job Description</h3>
Job Description
Field Marketing Lead
The Field Marketing Lead will report to the Sr. Manager, Field Marketing and will be responsible for developing and executing strategic field marketing campaigns and tactics that directly support Cinch sales teams and insurance agent partners. The Field Marketing Lead will create impactful sales enablement programs, optimize sales efficiency, and drive revenue growth through localized activations, while collaborating closely with various stakeholders to ensure Cinch's value proposition stands out in the insurance market. This role requires a deep understanding of market dynamics and a strong focus on measuring campaign effectiveness to deliver measurable results. 
Key Responsibilities:
• Sales Enablement:
Design and implement sales training materials, tools, and programs to empower sales teams to effectively pitch Cinch products and services to potential customers. 
• Campaign Development:
Create targeted field marketing campaigns aligned with broader marketing initiatives, tailoring them to specific regions and customer segments. 
• Market Analysis:
Leverage insights into local market trends, competitor activity, and customers need to inform marketing strategies. 
• Collaboration:
Work closely with sales leadership and other departments to ensure seamless integration of marketing efforts. 
• Event Management:
Plan and execute local marketing events, including webinars, conferences, and customer meetups to generate leads and build brand awareness. 
• Metrics Tracking:
Develop and monitor key performance indicators (KPIs) to measure the success of field marketing campaigns and make data-driven adjustments. 
• Perform other duties as assigned
Required Skills and Experience:
• Bachelor’s degree in Sales, Marketing, Business or related field
• 5+ years of sales and marketing experience
• Proven experience in field marketing, sales enablement, or a related role within the insurance industry 
• Strong understanding of sales processes and customer journeys 
• Excellent communication and presentation skills to effectively train and engage sales teams 
• Ability to analyze data and translate insights into actionable marketing strategies 
• Project management skills to execute marketing campaigns on time and within budget

Field Marketing Lead

<h3>Job Description</h3>
Job Description
Key Responsibilities:
<ul>
<li>Operate and maintain a directional drill rig and associated equipment.</li>
<li>Locate existing underground utilities by potholing and using locating equipment.</li>
<li>Mix chemicals with water for a boring fluid to match ground conditions.</li>
<li>Guide the drill head from point A to point B, ensuring it stays at the correct depth and avoids obstacles.</li>
<li>Prepare for and execute the pullback process, connecting the product to the reamer.</li>
<li>Inspect and maintain all job equipment, including the drill and mixing unit.</li>
<li>Coordinate with the drilling crew and other personnel to ensure a safe and efficient operation.</li>
<li>Adhere to strict safety standards to protect both the crew and existing utility infrastructure.</li>
</ul>
Qualifications 
<ul>
<li>Experience: At least 1-2 years of directional drilling experience in an urban environment, and experience with different types of drills, such as Vermeer or Ditch Witch.</li>
<li>Driving: A valid WA Class A Commercial Driver's License (CDL) with a clean driving record.</li>
<li>Skills:</li>
<li>Strong problem-solving and critical-thinking skills.</li>
<li>Ability to read and interpret maps, diagrams, and utility locates.</li>
<li>Good communication and teamwork skills.</li>
<li>Physical requirements: Ability to work in various weather conditions and perform physically demanding tasks, such as lifting up to 50 pounds, bending, squatting, and standing for extended periods.</li>
</ul>
Working Conditions
<ul>
<li>The majority of work is performed on active construction sites.</li>
<li>May involve long hours, night shifts, and weekend work depending on project demands.</li>
<li>Must be able to work in underground environments, including confined or low-light areas.</li>
</ul>
Licenses/Certifications (Preferred or Required):
<ul>
<li>OSHA 30 or MSHA Certification</li>
<li>Valid WA Class A CDL License</li>
<li>First Aid/CPR</li>
<li>EOE/AAP M-F-D-DV</li>
</ul>
**Benefits**
<ul>
<li>Competitive salary.</li>
<li>Health benefits, including medical, dental, and vision coverage.</li>
<li>Retirement savings plan with company matching.</li>
<li>Paid time off</li>
<li>Opportunities for professional development and career advancement.</li>
</ul>

Drill Operator Locator

<h3>Job Description</h3>
Job Description
Plum Market is thrilled to announce the upcoming opening of our newest location in Palm Beach Gardens, Florida, scheduled for early 2026. This highly anticipated store will bring Plum Market’s signature offering of fresh, locally sourced, and thoughtfully curated natural and organic foods to the vibrant Palm Beach community. Guests can look forward to a full-service experience featuring chef-crafted prepared foods, premium grocery selections, and exceptional hospitality in a welcoming, elevated environment that reflects the best of the Plum Market brand.
Join the Plum Market Team – Where Passion Meets Opportunity!
Plum Market is a fast-growing leader in the Grocery, Food &amp; Beverage Retail industry. We are dedicated to offering the finest selections of All Natural, Organic, Local, and Specialty Grocery items while delivering an exceptional experience to our Customers.
At Plum Market, our Team Members are at the heart of everything we do. We are passionate about high-quality food, beverages, and grocery essentials, helping our Customers lead a better lifestyle. Our priority is creating a welcoming environment that supports both our Customers and our Team Members.
Our Retail Grocery Stores reflect the diverse communities we serve. From our dedicated Team Members and valued Customers to our local vendors and thoughtfully curated product selection, we take pride in fostering an inclusive and thriving culture. If you share our enthusiasm, we’d love for you to apply and discover how you can be part of our team!
Why Work at Plum Market?
Flexible Scheduling – Full-time and part-time positions available with a variety of retail shifts to support work-life balance.
Grow Your Passion – Learn about great food while advancing your skills and knowledge.
Comprehensive Training – We invest in our Team Members with exceptional training programs.
Competitive Holiday Pay – Earn time and a half for working on five federally recognized holidays: New Year’s Day, Memorial Day, Fourth of July, Labor Day, and Thanksgiving.
Career Growth Opportunities – As a growing company, we provide promotional pathways, so you can grow with us!
Comprehensive Benefits Package – Medical, dental, and vision coverage for you and your family.
401(k) with Company Match – Available after just six months.
Team Member Discounts – Enjoy 20% off grocery purchases and 50% off Team Member meals.
Plum Market is more than just a workplace – it’s a desirable and rewarding environment where your contributions matter.
Employment is contingent upon a successful background check.
Ready to be part of something special? Apply today!
Description:
The Produce Shift Leader plays a key role in supporting the daily operations and team performance within the Produce Department at Plum Market. Working closely with the Produce Team Leader and Assistant Team Leader, this position helps lead the department during assigned shifts, ensuring product freshness, merchandising standards, food safety, and exceptional Guest Service. The Shift Leader assists in training, coaching, and holding Team Members accountable while fostering a positive and productive work environment.
Who you are:
You model and deliver exceptional Guest Service.
You are organized, detail-oriented, and thrive in a fast-paced retail environment.
You collaborate effectively with your leaders and peers to support team goals.
You value inclusion and create an environment where every voice is respected.
You enjoy mentoring others and maintaining high standards on the sales floor.
You are a clear communicator and solution-oriented leader.
You lead by example and support team accountability and development.
What you will bring:
A working knowledge of produce rotation, merchandising, and handling.
Ability to manage multiple tasks, documents, and priorities with accuracy and attention to detail.
Experience mentoring or training Team Members in a retail setting.
Strong communication and collaboration skills.
Ability to work a flexible schedule including evenings, weekends, and holidays.
Physical ability to stand and walk for up to 4 hours without a break.
Ability to bend and stoop to grasp objects, climb ladders, lift up to 50 lbs. unassisted, and push/pull carts weighing up to 100 lbs. unassisted.
What you will do:
Support department operations during assigned shifts, ensuring consistency in Guest Service, presentation, and productivity.
Train and mentor Team Members on product knowledge, rotation standards, merchandising, and closing procedures.
Provide helpful, accurate, and friendly service to Guests throughout the Produce Department.
Collaborate with department leadership to resolve operational issues and maintain execution standards.
Monitor and uphold departmental cleanliness, organization, and backstock management.
Communicate effectively with Team Members, Store Leadership, and Guests to support department goals.
Ensure compliance with all Plum Market policies, food safety standards, and standard operating procedures.

Produce Shift Leader - Plum Market

<h3>Job Description</h3>
Job DescriptionFirm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr.&nbsp; CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.&nbsp; CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management.&nbsp; 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 Description: The Analyst will have responsibilities and tasks that include but are not limited to the following:
<ul>
<li>Work closely with the local team to coordinate all necessary resources to provide clients with wealth and investment service, including collaboration with clients’ teams of advisors (i.e., accountants, lawyers, etc.).</li>
<li>Assist with daily client requests (including moderate family office services), coordinate the movement of assets and distributions, help implement investments as directed, assist in the preparation and delivery of reports and address any compliance issues.</li>
<li>Perform the day-to-day administration of trust accounts and any estate administration, including principal and income accounting, completion of Reg 9 reviews, etc.</li>
<li>Coordinate preparation for client meetings, and complete follow-up, etc., working directly with client relationship teams to support clients on an ongoing basis</li>
<li>Work with Operations and Reporting teams to ensure proper execution of daily tasks, cash management, disbursements, proper account funding, subscriptions and redemptions etc.</li>
<li>Assist with the new client on-boarding procedure to ensure a smooth and timely transition to the Chilton Trust investment advisory platform. This includes preparing new account opening documents, coordinating asset transfers and working closely with custodians</li>
<li>Prepare Investment Policy Statements and regularly monitor compliance with proposed asset allocation.</li>
<li>Assist with daily account administration – review of client statements, obtaining third-party manager performance and holdings reports, addressing accounting issues, managing client files, etc.</li>
<li>Work closely with our preferred custodians to manage day to day client transactions and execute client service tasks.</li>
<li>Input data into various systems (ex. CRM) and interface with clients to obtain information as needed.</li>
<li>Process annual account reviews and various audit requests</li>
<li>Help maintain marketing materials and preparation of prospective client presentations, including requests for proposals </li>
<li>Utilize Contact Relationship Management database for marketing and client communication.</li>
<li>Provide support as needed on various ad-hoc tasks, such as firm sponsored events for clients, prospects and partners of the firm, and assist other departments as needed and assigned.</li>
</ul>
Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activities. Candidate Description:
<ul>
<li>Bachelor’s degree, preferably in Finance, Economics, or Business Administration. </li>
<li>0 -2 years of work experience in a wealth management firm or family office services setting. </li>
</ul>
<ul>
<li>Internship or first role in financial services in either an operations capacity or client service </li>
</ul>
<ul>
<li>Exceptional problem-solving skills, organizational skills, attention to urgency and detail, and deadline oriented.</li>
<li>Clear and concise oral and written communication skills.</li>
<li>Able to work successfully both independently and in a team environment.</li>
<li>Energetic, dynamic, highly motivated, ethical &amp; mature, with an understanding of the importance of confidentiality and discretion.</li>
</ul>
<ul>
<li>Systems knowledge: Microsoft Office – especially Excel, PowerPoint and Word, Addepar a plus</li>
</ul>
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