Trust Officer
1 week ago
We 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 Responsibilities- Administer fiduciary accounts in accordance with governing documents and regulatory requirements.
- Prepare and process distribution requests, investment transfers, and other account-related activities.
- Participate in Trust Committee meetings and contribute to the development of trust administration policies and procedures.
- Build and maintain strong relationships with clients, account owners, and beneficiaries through effective communication and customer service.
- Perform annual regulatory reviews and ensure compliance with relevant laws and regulations.
- Open and close accounts, and prepare system reports of financial information.
- Assist with audits and ensure the accuracy and transparency of financial records.
- Calculate and collect management fees in accordance with approved fee schedules.
- Minimum bachelor's degree in a relevant field, such as trust administration, finance, or law.
- 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, with the ability to build strong relationships with clients and colleagues.
- Accuracy and transparency, with a strong attention to detail and ability to maintain timeliness and efficiency.
- Adherence to policies, procedures, and regulations, with a high degree of privacy and confidentiality.
- Willingness to work in a team environment with a helpful attitude and commitment to delivering exceptional client service.
- A full suite of benefits, including medical, life, dental, and vision insurance, plus generous paid time off and 401(k) plan.
- A supportive and inclusive work environment that values integrity, commitment, and diversity.
- Opportunities for professional growth and development, with a focus on delivering exceptional client service and results.
- A commitment to community involvement and philanthropy, with a focus on supporting local initiatives and organizations.
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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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Trust Officer
1 week ago
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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Trust Officer
2 weeks 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
7 days ago
Winchester, Virginia, United States Bank of Clarke Full timeJob SummaryWe 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 ResponsibilitiesAdminister fiduciary accounts in accordance with governing documents.Prepare distribution...
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Trust Officer
1 week ago
Winchester, Virginia, United States Bank of Clarke Full timeJob SummaryWe 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 ResponsibilitiesAdminister fiduciary accounts in accordance with governing documents.Prepare distribution...
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Trust Officer
2 weeks 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 key member of our Trust Department, you will be responsible for providing exceptional client service and administration to a portfolio of trust and investment management clients.Key ResponsibilitiesClient Service and Administration:...
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Trust Services Officer
3 weeks ago
Winchester, Virginia, United States Bank of Clarke Full timePosition OverviewThe Trust Officer plays a vital role in delivering exceptional client service and managing the administration of trust and investment management accounts within the Trust Department. This professional position is essential for contributing to the growth, profitability, operational efficiency, and excellence in fiduciary services.Key...
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Trust Officer
3 weeks ago
Winchester, Virginia, United States Bank of Clarke Full timeAbout the RoleWe 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 ResponsibilitiesAdminister fiduciary accounts in accordance with governing documents and regulatory...
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Trust Officer
3 weeks ago
Winchester, Virginia, United States Bank of Clarke Full timeAbout the RoleWe 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 ResponsibilitiesAdminister fiduciary accounts in accordance with governing documents and regulatory...
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Trust and Estates Attorney
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Fiduciary Account Manager
3 weeks ago
Winchester, Virginia, United States Bank of Clarke Full timePosition OverviewThe Trust Officer plays a crucial role in delivering exceptional client service and managing the administration of trust and investment management accounts within the Trust Department. This professional position contributes to the growth, profitability, operational effectiveness, and exemplary fiduciary service.Key ResponsibilitiesAdminister...
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Case Manager
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Trust and Investment Officer
3 weeks ago
Winchester, United States Bank of Clarke Full timePosition OverviewPurpose: This role is integral to delivering exceptional client service and administration for a designated portfolio of trust and investment management clients within the Trust Department. The Trust Officer plays a vital role in enhancing growth, profitability, operational effectiveness, and providing exemplary fiduciary services.Key...
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Trust Administration Consultant
3 weeks ago
Winchester, United States Bank of Clarke Full timePosition Overview The Trust Officer is accountable for delivering exceptional client service and managing administrative tasks for a designated portfolio of trust and investment management clients within the Trust Department. This role is pivotal in enhancing growth, profitability, operational effectiveness, and delivering top-tier fiduciary services.Key...
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Senior Mortgage Loan Officer
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Community Bank Manager
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GP-Pedo
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Traveling Pediatric Dentist
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Accounting Professional
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Records Administrator
1 month ago
Winchester, United States Northern Bank Full timeNorthern Bank is looking for a Records Administrator to join our team. This person will be responsible for working closely with various department managers and the executive leadership team to sort, organize, and categorize Outlook email records to ensure information is properly filed and maintained in accordance with company policies and legal requirements....
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Endodontist 1099
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Client Services Coordinator
4 weeks ago
Winchester, United States Yount Hyde and Barbour Full timeYou chart the course; we help you lift off. We aren't limited by the constraints of a small firm or stuck in the big-firm mentality. Our culture is based on relationships - between team members and our clients. We look to hire great people and empower our people to take ownership of their careers while we help provide the tools for success. At YHB, you'll be...
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