Position Purpose: Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.
This position supports the Northern Virginia, Maryland, and Washington, D.C. market area. An initial training period of up to six months will be conducted in Winchester, Virginia. Hybrid work eligibility will be evaluated upon successful completion of training.
What you’ll do:
• Administer fiduciary accounts as directed by governing documents
• Tend to the daily needs and demands of trust and investment clients and beneficiaries.
• Manage tax impacts of investment activities.
• Prepare distribution requests
• Maintain and apply basic knowledge of income tax and wealth transfer tax systems
• 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 and investment personnel
• Coordinate bill payment
• Prepare system reports of financial information;
• Assist with regulatory audits
• Calculate and collect management fees following approved fee schedules
PIa643c8b68f1c-38265-41942067
Requirements
- <p><strong>Where you’ll shine:</strong></p><p>• Superior verbal and written communication skills</p><p>• 10+ years of experience in the administration of personal trusts</p><p>• Minimum bachelor’s degree with JD and/or CTFA preferred</p><p>• Accuracy and transparency</p><p>• Proficiency with trust accounting principles</p><p>• Careful reading skills</p><p>• Strong attention to detail while maintaining timeliness and efficiency</p><p>• Adherence to policies, procedures, and regulations</p><p>• High degree of privacy and confidentiality</p><p>• Willingness to work in a team environment with a helpful attitude</p><p>• Other duties in the Trust Department, as assigned</p><p><br /></p><p><strong>Where we shine:</strong></p><p>· Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.</p><p>· Supporting associates and their families; we embrace the importance of caring for oneself and our families.</p><p>· Surrounding ourselves with smart, driven, and diverse individuals.</p><p>· Valuing integrity, commitment regarding our daily duties, and the Bank as a whole.</p><p>· Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value.</p><p>· 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.</p><p>· Bank of Clarke is “Great Place to Work” Certified through June 2025. </p><p>· “Top Virginia Employer for Interns” award recipient (2023, 2024,2025,2026) through Virginia Talent and Opportunity Partnership (V-TOP.)</p><p><br /></p><p><strong>Working Conditions</strong>: </p><p>The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities. Occasional hours beyond standard scheduling may be required to meet critical deadlines. </p><p><br /></p><p><em><strong>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.</strong></em> <em><strong>The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required.</strong></em> <em><strong>Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. </strong></em></p><p><br /></p><p><strong>EEO M/F/V/D</strong></p>