Trust Officer

3 days ago

Winchester, United States Bank of Clarke Full time
Description:

Position Purpose Responsible for performing client service and administration for an assigned group of trust and investment management clients in the Trust Department. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.


What you'll do

  • Administer fiduciary accounts as directed by governing documents.
  • Prepare distribution requests.
  • Prepare for and participate in Trust Committee meetings.
  • Work tactfully and professionally with account owners, beneficiaries, and other clients.
  • Perform annual regulatory reviews.
  • Open and close accounts
  • Prepare requests for investment transfers or trades.
  • Prepare and submit court accountings, as required.
  • Work directly with investment advisors to carry out investment objectives.
  • Attend client calls and meetings.
  • Interface with securities operations personnel
  • Coordinate bill payment.
  • Prepare system reports of financial information.
  • Assist with audits.
  • Calculate and collect management fees following approved fee schedules.
  • Other duties in the Trust Department, as assigned.
Requirements:

Where you'll shine

  • Minimum bachelor's degree
  • CTFA or equivalent experience a plus
  • Prefer minimum of 3 years of related experience or degree in trust administration subject matter.
  • Superior verbal and written communication skills
  • Accuracy and transparency
  • Careful reading skills
  • Strong attention to detail while maintaining timeliness and efficiency
  • Adherence to policies, procedures, and regulations
  • High degree of privacy and confidentiality
  • Willingness to work in a team environment with a helpful attitude.
  • Trust experience or law degree required.

Where we shine

  • Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off and 401(k) plan
  • Supporting employees and their families; we embrace the importance of caring for oneself and our families.
  • Surrounding ourselves with smart, driven, and diverse individuals
  • Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
  • Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employee's value
  • Devoted to the communities in which we serve as we help those who form the creative backbone of our market's future economy and business value.

Working Conditions:

Requires occasional attendance after normal working hours. Business travel may be necessary to meet with vendors, customers and attend training opportunities.


EEO M/F/V/D



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