Trust Officer

6 days ago


Winchester, Virginia, United States Bank of Clarke Full time
Job Summary

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 prepare requests for investment transfers or trades.
  • Prepare and submit court accountings as required.
  • Collaborate with investment advisors to implement investment objectives.
  • Attend client calls and meetings, and provide exceptional customer service.
  • Interface with securities operations personnel to ensure seamless account administration.
  • Coordinate bill payment and prepare system reports of financial information.
  • Assist with audits and ensure accurate financial reporting.
  • Calculate and collect management fees in accordance with approved fee schedules.
Requirements
  • 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.
What We Offer
  • A comprehensive benefits package, including medical, life, dental, and vision insurance.
  • Generous paid time off and 401(k) plan.
  • A supportive work environment that values integrity, commitment, and community involvement.
  • Opportunities for professional growth and development.
Working Conditions

This role requires occasional attendance after normal working hours and may involve business travel to meet with vendors, customers, and attend training opportunities.


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