Fiduciary Services Officer

Burke & Herbert Bank & Trust•Alexandria, VA

3d•Onsite

About The Position

Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.

Requirements

2 - 5 years of experience in a trust related positions.
Familiarity with investments and portfolio management.
Functional knowledge of trusts and estates management.
Working knowledge of word-processing and spreadsheet applications.
Excellent analytical skills.
Strong verbal and communication skills.
Ability to organize, prioritize and delegate in the service of clients.

Nice To Haves

Related college degree preferred.

Responsibilities

Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents
Provide liaison between investment unit and client
Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts
Coordinate with leadership to complete the filing of fiduciary income tax returns.
Prepare trust, agency and estate receipts and disbursements using Trust Accounting System
Research and solve routine account problems
Research and coordinate fiduciary solutions with assistance of leadership
Ensure timely mailing of Trust Committee Review and quality review letters.
Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
Perform other duties as assigned.