Senior Trust Officer

5 days ago


Bethesda, Maryland, United States Chevy Chase Trust Full time
About the Role

Chevy Chase Trust is seeking a highly skilled Senior Trust Officer to join our team. As a key member of our client services department, you will be responsible for providing exceptional administrative support to our clients and ensuring their needs are met with the highest level of service.

Key Responsibilities
  • Communicate effectively with clients to understand their needs and preferences
  • Manage client relationships and provide administrative support to ensure seamless service delivery
  • Work closely with the FIS Trust System to generate customized reports, review account activity, and supervise cash movement
  • Participate in client meetings and provide expert advice on trust administration
  • Stay up-to-date with tax laws, regulations, and trends to ensure compliance and provide expert guidance to clients
Requirements
  • 10+ years of experience in institutional and personal trust, preferably with a CTFA designation
  • Strong written and oral communication skills, with the ability to interact comfortably with high-net-worth individuals
  • Proficiency in MS Word, Excel, and Trust Accounting System
  • Ability to deal with complex situations and make sound judgments
  • Bachelor's degree in business or related field, or commensurate work-related experience
What We Offer

Chevy Chase Trust offers a competitive salary range of $100,000 to $150,000 annually, as well as a comprehensive benefits package, including health insurance, 401(k) plan, paid time off, and bonus/incentive opportunities.

We are an equal opportunity employer and promote diversity and equality within our organization. If you are a candidate in need of assistance or an accommodation in the application process, please contact us at corporate.resumes@


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