Trust Officer jobs in Virginia

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Trust Officer
  • Bank of Clarke
  • Winchester, VA FULL_TIME
  • 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.
    • Other duties in the Trust Department, as assigned.

    Requirements

    Where you’ll shine

    • Minimum bachelor’s degree
    • 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 
    • 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.
    • Trust experience or law degree 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 regarding 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   

  • 3 Days Ago

B
Trust Officer
  • Blue Ridge Bank NA
  • Kilmarnock, VA FULL_TIME
  • DescriptionWe seek an approachable, polished, customer focused and knowledgeable Trust Officer who has the desire to be coached and developed. The successful candidate will have a track record of enha...
  • 5 Days Ago

O
CIO - Officer
  • Officer - TLA-LLC
  • Mc Lean, VA FULL_TIME
  • Investigate complex issues using a broad range of research methods and tools Identify issues and risks to project success Develop briefing packages Participate in project reviews Research and analyze ...
  • 8 Days Ago

T
Member support specialist
  • Trust & Will
  • Fairfax, VA FULL_TIME
  • Customer Service / Fully Remote - Anywhere in U.S. / Up to $23 per hour / 401k / WFH stipend mac & Apple accessories - As a Member Support Specialist you'll : Provide high-quality support for Trust & ...
  • 17 Days Ago

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Advertisement Manager (Creative)
  • Office of The Chief Financial Officer
  • Tysons Corner, VA FULL_TIME
  • Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Advertising Manager $103,650.00 - $133,559.00 The Office of the Chief Financial Officer (OCFO) whose mission is to e...
  • 19 Days Ago

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Change Manager and Change Control Specialist (Information Technology)
  • Office of The Chief Financial Officer
  • Fairfax, VA FULL_TIME
  • Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Change Control Specialist (Information Technology) $87,339.00 - $129,671.00 Annually This position is located in the...
  • 19 Days Ago

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Trust Officer
  • Peak Trust Company
  • Anchorage, AK
  • Trust Officer Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview:...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

S
Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

B
Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

W
Trust Officer
  • Westport One
  • Laramie, WY
  • Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
  • 3/25/2024 12:00:00 AM

S
Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$75,921 to $108,111