Senior VP, Client Administration – Wealth & Trust

Skillcloud HCM; Williamsburg (VA); On-site; USD 108,000 - 166,000; Full time

Benefits offered by this job

ESOP eligibility after one year

Comprehensive benefits

Community involvement

Strong company culture

Job summary

TCV Trust & Wealth Management in Williamsburg, VA is seeking a Vice President or Senior Vice President of Client Administration to lead the administration of assigned accounts and develop new business. The role requires independent decision-making and hands-on leadership within a professional wealth-management environment. Office-based hours apply, with competitive compensation and comprehensive benefits.

Qualifications

• Undergraduate degree required.
• Significant trust administration experience required.
• Office-based schedule 8:30am–5:00pm.

Responsibilities

• Manage trust accounts by analyzing trusts, wills and related instruments to determine duties of the company.
• Manage IRA entities, Investment Accounts & Estates; collaborate with clients and attorneys to keep estate plans up to date.
• Monitor investment allocations to align with client needs and goals.
• Review accounts to understand and address tax issues.
• Supervise office staff in handling administrative duties for managed accounts.
• Oversee setup and documentation of new accounts in the trust accounting system and implement payment schedules.

Skills

Trust administration

Client relations

Team supervision

Education

Undergraduate degree

Job description

TCV Trust & Wealth Management in Williamsburg, VA is seeking a Vice President or Senior Vice President of Client Administration to lead the administration of assigned accounts and develop new business. The role requires independent decision-making and hands-on leadership within a professional wealth-management environment. Office-based hours apply, with competitive compensation and comprehensive benefits.