Client Administration VP | Wealth Management Leader

KMA Human Resources Consulting; Williamsburg (VA); On-site; USD 108,000 - 166,000; Full time

Benefits offered by this job

ESOP eligibility after 1 year

Employee ownership culture

Job summary

TCV Trust & Wealth Management in Williamsburg, VA is seeking a Vice President or Senior Vice President of Client Administration to lead and supervise the administration of assigned accounts and help develop new business.

The role requires significant trust administration experience, office-based hours 8:30am–5:00pm, and offers a competitive salary range of $108,000 to $166,000 with ESOP eligibility after one year. Join a company focused on personalized wealth management and client service.

Qualifications

• Significant trust administration experience.
• Ability to manage complex accounts independently.
• Office-based with standard hours 8:30am–5:00pm.

Responsibilities

• Manage trust accounts by analyzing trusts, wills and other instruments to determine duties of the company.
• Manage IRA entities, Investment Accounts & Estates; coordinate with clients and attorneys to keep estate plans up to date.
• Monitor investment allocations to align with client goals.

Skills

Trust administration

Client relations

Job description

TCV Trust & Wealth Management in Williamsburg, VA is seeking a Vice President or Senior Vice President of Client Administration to lead and supervise the administration of assigned accounts and help develop new business.

The role requires significant trust administration experience, office-based hours 8:30am–5:00pm, and offers a competitive salary range of $108,000 to $166,000 with ESOP eligibility after one year. Join a company focused on personalized wealth management and client service.