Senior Trust & Fiduciary Specialist

Bank of Clarke; McLean (VA); Presencial; USD 85.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, life, dental, and vision ins.

Generous paid time off

Great Place to Work certification

Descripción de la vacante

Bank of Clarke seeks a Trust Administrator to perform client service and fiduciary administration for trust and investment management clients in the Trust Department. The role supports growth, profitability, and operational efficiency, serving the Northern Virginia, Maryland, and DC market.

Responsibilities include administering fiduciary accounts, preparing distributions, coordinating committee meetings, and collaborating with investment advisors.

Formación

• Requires a 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.

Responsabilidades

• Administer fiduciary accounts as directed by governing documents.
• Prepare distribution requests.
• Prepare for and participate in Trust Committee meetings.
• Work 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.
• Work 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.

Conocimientos

Trust administration experience

Verbal communication

Written communication

Attention to detail

Policy and regulatory adherence

Team oriented

Educación

Bachelor's degree

Law degree or CTFA

Descripción del empleo

Bank of Clarke seeks a Trust Administrator to perform client service and fiduciary administration for trust and investment management clients in the Trust Department. The role supports growth, profitability, and operational efficiency, serving the Northern Virginia, Maryland, and DC market.

Responsibilities include administering fiduciary accounts, preparing distributions, coordinating committee meetings, and collaborating with investment advisors.