Trust Officer
1 week ago
We are seeking a highly skilled Trust Officer to join our team at Bank of Clarke. As a Trust Officer, you will be responsible for providing exceptional client service and administration for our trust and investment management clients.
Key Responsibilities- Administer fiduciary accounts in accordance with governing documents.
- Prepare distribution requests and ensure timely execution.
- Participate in Trust Committee meetings and contribute to strategic decision-making.
- Develop and maintain strong relationships with account owners, beneficiaries, and other clients.
- Perform annual regulatory reviews and ensure compliance with relevant laws and regulations.
- Open and close accounts, and facilitate investment transfers or trades.
- Prepare and submit court accountings as required.
- Collaborate with investment advisors to achieve investment objectives.
- Attend client calls and meetings, and provide exceptional customer service.
- Interface with securities operations personnel to ensure seamless account management.
- Coordinate bill payment and prepare system reports of financial information.
- Assist with audits and ensure accuracy in financial reporting.
- Calculate and collect management fees in accordance with approved fee schedules.
- Minimum bachelor's degree in a relevant field.
- 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 in all aspects of work.
- Careful reading skills and attention to detail.
- Strong organizational and time management skills.
- Adherence to policies, procedures, and regulations.
- High degree of privacy and confidentiality.
- Willingness to work in a team environment with a helpful attitude.
Bank of Clarke is a leading financial institution committed to providing exceptional service and support to our clients. We offer a full suite of benefits, including medical, life, dental, and vision insurance, as well as generous paid time off and a 401(k) plan.
We value integrity, commitment, and excellence in all aspects of our work. We are dedicated to supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value.
We are proud to be Great Place to Work Certified and a Top Virginia Employer for Interns award recipient.
Requires occasional attendance after normal working hours and business travel may be necessary to meet with vendors, customers, and attend training opportunities.
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Trust Officer
1 week ago
Winchester, Virginia, United States Bank of Clarke Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Trust Officer to join our team at Bank of Clarke. As a Trust Officer, you will be responsible for providing exceptional client service and administration for a portfolio of trust and investment management clients.Key ResponsibilitiesAdminister fiduciary accounts in accordance with governing...
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Trust Officer
1 week ago
Winchester, Virginia, United States Bank of Clarke Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Trust Officer to join our team at Bank of Clarke. As a Trust Officer, you will be responsible for providing exceptional client service and administration for a portfolio of trust and investment management clients.Key ResponsibilitiesAdminister fiduciary accounts in accordance with governing...
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Winchester, Virginia, United States Bank of Clarke Full timeAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Bank of Clarke. As a Trust Officer, you will be responsible for providing exceptional client service and administration for a portfolio of trust and investment management clients.Key ResponsibilitiesAdminister fiduciary accounts in accordance with governing...
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Winchester, Virginia, United States Bank of Clarke Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Trust Officer to join our team at Bank of Clarke. As a Trust Officer, you will be responsible for providing exceptional client service and administration for a portfolio of trust and investment management clients.Key ResponsibilitiesAdminister fiduciary accounts in accordance with governing...
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