Trust & Wealth Client Associate — Hybrid

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. 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.