VP, Trust Administration & Client Services

Skillcloud; McLean (VA); On-site; USD 93,000 - 154,000; Full time

Benefits offered by this job

ESOP eligibility

Comprehensive benefits

Community involvement

Job summary

TCV Trust & Wealth Management in McLean, VA is seeking a Client Administration Officer or Vice President of Client Administration to join our team. The role involves managing and supervising the administration of assigned accounts and developing new business, with a focus on wealth management and bespoke trust services.

The position offers an office-based schedule, competitive compensation, and a strong culture supporting community and charitable initiatives.

Qualifications

• Undergraduate degree required.
• Significant trust administration experience; capable of handling complex accounts and critical decisions independently.
• Office based, 8:30am-5:00pm.

Responsibilities

• Manage trust accounts by analyzing trusts, wills and related instruments to determine duties.
• Manage IRA entities, investment accounts and estates; coordinate with clients and attorneys to keep estate plans up to date.
• Monitor investment allocations to align with client goals.
• Review accounts to address tax issues and compliance.
• Supervise office staff handling administrative duties for managed accounts.
• Arrange for asset protection, appraisals, transfers and related activities.
• Oversee new account setup in the trust accounting system and determine payment schedules.
• Maintain client contact and respond to inquiries, requests, or complaints.

Skills

Trust administration

Client management

Analytical thinking

Education

Undergraduate degree

Job description

TCV Trust & Wealth Management in McLean, VA is seeking a Client Administration Officer or Vice President of Client Administration to join our team. The role involves managing and supervising the administration of assigned accounts and developing new business, with a focus on wealth management and bespoke trust services.

The position offers an office-based schedule, competitive compensation, and a strong culture supporting community and charitable initiatives.