Trust Client Associate

Chain Bridge Bank; McLean (VA); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement plan

Paid time off

Annual incentive compensation

Professional development opportunities

Job summary

Chain Bridge Bank, N.A. seeks a Trust Client Associate to join its Trust and Wealth Department, providing administrative and operational support to the trust administration team.

The associate collaborates with the Trust Officer, Client Associate and fiduciary leadership on account opening, daily processing, client service and documentation; a detail-oriented professional who enjoys client contact and wants a career in trust and wealth management.

Qualifications

• Strong interpersonal and written communication, client-first approach.
• Excellent organization with ability to meet multiple deadlines.
• Sound judgment and discretion with confidential information.
• Bachelor's degree in business, finance, or related field.

Responsibilities

• Provide administrative support to trust administration team.
• Open, fund and maintain trust, investment management and custody accounts.
• Process daily transactions and client bill payments per dual-control procedures.
• Prepare reports and coordinate audits/regulatory examinations.
• Serve as liaison among trust operations, Trust Officer and clients.

Skills

Interpersonal skills

Written communication

Organization

Discretion

Client-first approach

Education

Bachelor's degree in business/finance or related field

Tools

Office software

Trust accounting system

Job description

Chain Bridge Bank, N.A. is seeking a Trust Client Associate to join its Trust and Wealth Department. The Trust Client Associate provides administrative and operational support to the trust administration team.

The associate works with the Trust Officer, the Client Associate and fiduciary leadership on account opening, daily processing, client service and account documentation. The role suits a detail-oriented professional who enjoys client contact and wants to build a career in trust and wealth management.

Client Service

• Respond promptly and professionally to inquiries from clients, beneficiaries and their advisers, and contact clients proactively when needed.
• Work with new clients and their attorneys to open and fund trust, investment management, agency and custody accounts.
• Organize and schedule client and prospect meetings and prepare meeting materials.

Account Administration

• Set up, maintain and close accounts on the trust accounting system, working with the Bank's trust operations vendor.
• Participate in new account acceptance and onboarding, including gathering required documentation.
• Help inventory and value assets, and prepare complete documentation for new, ongoing and terminating accounts.
• Prepare administrative and investment account reviews and confirm that investment recommendations are carried out.
• Maintain accurate, well-organized account files.

Daily Processing and Operations

• Review daily transactions to confirm that accounts are handled correctly.
• Process client bill payments, distributions, transfers, deposits and other payments under the Bank's dual-control procedures (two people review each payment).
• Prepare discretionary distribution requests for officer review.
• Serve as liaison among trust operations, the Trust Officer and the client for asset purchases and other account activity.
• Open, log and route daily mail.

Reporting, Compliance and Department Support

• Prepare activity and other reports for management.
• Support seasonal tax processing and regulatory reporting.
• Help coordinate audits and regulatory examinations, including gathering documents and preparing responses.
• Serve as administrative liaison to Trust committees and support special projects as assigned.
• Always protect confidential client information.

Required Qualifications

• Strong interpersonal and written communication skills, with a polished, client-first approach.
• Excellent organization and attention to detail; able to manage multiple deadlines accurately.
• Sound judgment and discretion in handling confidential information.
• A positive, professional and collaborative work style.

Preferred Qualifications

• Bachelor's degree in business administration, finance, or a related field.
• Experience in trust, banking, wealth management, investments, accounting or legal operations and administration.
• Proficiency with standard office software; experience with a trust accounting system.

Compensation

Salary range: $80,000 to $95,000 annually. The final compensation offered will be determined based on the selected candidate's qualifications, relevant experience, skills, and other job-related factors, consistent with applicable law. This role is eligible to participate in the Bank's annual incentive compensation plan, under which employees may earn a cash bonus based on the performance of the Company and the team, with an emphasis on financial results and risk management. Plan terms, eligibility, and payout amounts are determined at the sole discretion of the Bank and are subject to change. This is a hybrid position, with a requirement to be in the office at least three days per week in McLean, Virginia.

Benefits

• Competitive base salary
• Comprehensive health benefits (medical, dental, and vision)
• 401(k) retirement plan with employer contribution
• Paid time off, including vacation, holidays, and sick leave
• Annual incentive compensation plan
• Professional development opportunities relevant to the role and the Bank's operating environment