Trust & Estate Administrator

Burke & Herbert Bank & Trust; Alexandria (VA); On-site; USD 90,000 - 125,000; Full time

Job summary

Burke & Herbert Bank & Trust in Alexandria, VA seeks a Trust Officer to administer trusts under wills, court orders or guardianships and to act as executor when named. This role requires 5–7 years in trust-related positions and familiarity with investments and Virginia trust/estate codes.

CTFA preferred; travel may be required. The anticipated salary range is $90,000–$125,000 annually, with compensation determined by experience and internal equity.

Qualifications

• College degree (or equivalent related experience).
• Professional designation and/or advanced degree preferred.
• 5-7 years of progressively responsible experience in trust-related positions.
• Familiarity with investments and portfolio management.
• Knowledge of Virginia Code relating to trusts and estates.
• Working knowledge of word-processing and spreadsheet applications.
• CTFA preferred.

Responsibilities

• Administer trust under wills, court orders or guardianships.
• Represent the Bank and qualify as executor where named.
• Administer grantor trusts and retirement accounts.
• Coordinate filings and fiduciary tax returns.
• Prepare trust and estate receipts and disbursements.
• Research and solve routine and complex account problems with leadership.
• Ensure timely Trust Committee Review and Quality Review letters.

Skills

Analytical skills

Verbal communication

Organizational skills

Client service

Education

College degree

CTFA preferred

Professional designation/advanced degree preferred

Tools

Word processing

Spreadsheet software

Job description

Burke & Herbert Bank & Trust in Alexandria, VA seeks a Trust Officer to administer trusts under wills, court orders or guardianships and to act as executor when named. This role requires 5–7 years in trust-related positions and familiarity with investments and Virginia trust/estate codes.

CTFA preferred; travel may be required. The anticipated salary range is $90,000–$125,000 annually, with compensation determined by experience and internal equity.