Trust Officer

Winchester, VA, United States

Job 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.
Where you\'ll shine
  • Superior verbal and written communication skills
  • Accuracy and transparency
  • Ability to become proficient with trust accounting principles
  • 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
  • Other duties in the Trust Department, as assigned
  • College degree required
  • Trust experience or law degree preferred but not 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 in regard to 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

PI228738988

Bank of Clark County

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Job Detail

  • Job Id
    JD4344049
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Winchester, VA, United States
  • Education
    Not mentioned