Client Administration Officer or Vice President of Client Administration

Skillcloud; McLean (VA); On-site; USD 93,000 - 154,000; Full time

Benefits offered by this job

ESOP eligibility

Comprehensive benefits

Community involvement

Job summary

TCV Trust & Wealth Management in McLean, VA is seeking a Client Administration Officer or Vice President of Client Administration to join our team. The role involves managing and supervising the administration of assigned accounts and developing new business, with a focus on wealth management and bespoke trust services.

The position offers an office-based schedule, competitive compensation, and a strong culture supporting community and charitable initiatives.

Qualifications

• Undergraduate degree required.
• Significant trust administration experience; capable of handling complex accounts and critical decisions independently.
• Office based, 8:30am-5:00pm.

Responsibilities

• Manage trust accounts by analyzing trusts, wills and related instruments to determine duties.
• Manage IRA entities, investment accounts and estates; coordinate with clients and attorneys to keep estate plans up to date.
• Monitor investment allocations to align with client goals.
• Review accounts to address tax issues and compliance.
• Supervise office staff handling administrative duties for managed accounts.
• Arrange for asset protection, appraisals, transfers and related activities.
• Oversee new account setup in the trust accounting system and determine payment schedules.
• Maintain client contact and respond to inquiries, requests, or complaints.

Skills

Trust administration

Client management

Analytical thinking

Education

Undergraduate degree

Job description

TCV Trust & Wealth Management /Client Administration Officer or Vice President of Client Administration

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Officer or Vice President of Client Administration (title commensurate with experience) to join their team in McLean, VA.

The Officer or Vice President manages and supervises the administration of assigned accounts and develops new business.

Benefits of the Job:

• Pay in the range of $ 93,150 – 154,100, offer commensurate with experience.
• Majority employee-owned, ESOP eligibility after one year of service.
• Comprehensive benefit package.
• Strong company culture that supports community and charitable organizations.

Requirements:

• Undergraduate degree required.
• Significant trust administration experience. Incumbents must be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently.
• Office based, 8:30am-5:00pm

Responsibilities:

• Manage trust accounts by analyzing and studying trusts, wills and other instruments, to determine the duties of the company.
• Manage IRA entities, Investment Accounts & Estates. Work with clients and attorneys to ensure that clients’ estate plans are up to date.
• Monitor investment allocations, making sure they are in line with the client’s needs and goals.
• Review accounts to understand and address tax issues.
• Supervise office staff in the handling of administrative duties related to the accounts being managed
• Arrange for the handling and protection of assets or other business interests, including assembly, appraisals, evaluations and transfers.
• Oversee the set up and documentation of new accounts in the trust accounting system. Determine and implement payment schedules.
• Maintain contact with customers. Correspond with customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
• Make court appearances at audits or other proceedings. Deal with realtors, attorneys, agents and others regarding trust assets and related business.
• Manage estate settlements, including working with beneficiaries to manage and distribute assets.
• Develop new business and confer with potential customers.
• Advise and consult with other officers on complex administration issues and problems.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.