Trust Officer - Estate & Fiduciary Specialist

Burke & Herbert Bank & Trust; Bluefield (WV); On-site; USD 90,000 - 130,000; Full time

Job summary

Burke & Herbert Bank & Trust seeks a Trust Officer in Bluefield, WV to administer trusts under wills, court orders or guardianships and to qualify as executor where named. The role includes handling grantor trusts and retirement accounts, and coordinating fiduciary tax returns.

The position emphasizes analytical skills, client liaison, and regulatory knowledge, with opportunities to advance in a fiduciary services unit within the bank.

Qualifications

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

Responsibilities

• Administer trust under wills, court order or guardianships.
• Represent the Bank and qualify as executor for the Bank where named.
• Act as administrator for grantor trusts and retirement accounts.
• Prepare annual court accountings and respond to inquiries from Commissioners of Accounts.
• Coordinate filing of fiduciary income tax returns with taxes paid and refunds received.
• Prepare trust, agency and estate receipts and disbursements using Trust Accounting System.
• Research and solve routine account problems independently; escalate complex issues as needed.
• Ensure timely mailing of Trust Committee Review and Quality Review letters.

Skills

Analytical skills

Communication skills

Organization & delegation

Education

College degree

Professional designation or advanced degree

5-7 years trust experience

Familiarity with investments/portfolio management

Virginia Code knowledge (trusts & estates)

Word processing & spreadsheets

CTFA preferred

Job description

Burke & Herbert Bank & Trust seeks a Trust Officer in Bluefield, WV to administer trusts under wills, court orders or guardianships and to qualify as executor where named. The role includes handling grantor trusts and retirement accounts, and coordinating fiduciary tax returns.

The position emphasizes analytical skills, client liaison, and regulatory knowledge, with opportunities to advance in a fiduciary services unit within the bank.