Vice President or Senior Vice President of Client Administration

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 /Vice President or Senior Vice President of Client Administration

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Vice President or Senior Vice President of Client Administration (title commensurate with experience) to join their team in Williamsburg, VA. The Vice President or Senior Vice President manages and supervises the administration of assigned accounts and develops new business.

Benefits of the job:

• Pay in the range of$108,000 – $166,000, offercommensuratewith experience.
• Majority employee-owned, ESOP eligibility after one year of service.
• Comprehensive benefit package.
• Strong company culture that supports community and charitable organizations.

Requirements:

• Undergraduatedegreerequired.
• Significanttrust administration experience.Incumbentsmust be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently.
• Office based, 8:30am-5:00pm

Responsibilities:

• Manage trust accounts by analyzing and studying trusts,willsand other instruments, todeterminethe duties of the company.
• Manage IRA entities, Investment Accounts & Estates.Work with clients and attorneys to ensure that clients’ estate plans are up to date.
• Monitor investment allocations, making sure they are in line with the client’s needs and goals.
• Review accounts to understand and address tax issues.
• Supervise office staff in the handling of administrative duties related to the accounts being managed
• Arrange for the handling and protection of assets or other business interests, including assembly, appraisals,evaluationsand transfers.
• Oversee thesetup and documentation of new accounts in the trust accounting system.Determineand implement payment schedules.
• Maintaincontactwith customers.Correspond with customers, co-executors,guardiansand others to address inquiries, requests,complaintsor other matters related to the customer’s account.
• Make court appearances at audits or other proceedings.Deal with realtors, attorneys, agents and othersregardingtrust assets and related business.
• Manage estate settlements, including working with beneficiaries to manage and distribute assets.
• Develop newbusinessandconfer with potential customers.
• Advise and consult with other officers on complex administration issues and problems.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.