Senior Trust Officer

Bank of Clarke • Winchester, VA

12d

About The Position

Position Purpose Responsible for performing client service and administration for an assigned group of trust and investment management clients in the Trust Department. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

Requirements

• Minimum bachelor’s degree
• CTFA or equivalent training or experience a plus
• Prefer minimum of 3 years of related experience or degree in trust administration subject matter.
• Superior verbal and written communication skills
• Accuracy and transparency
• Careful reading skills
• Strong attention to detail while maintaining timeliness and efficiency
• Adherence to policies, procedures, and regulations
• High degree of privacy and confidentiality
• Willingness to work in a team environment with a helpful attitude.
• Trust experience or law degree required.

Responsibilities

• Administer fiduciary accounts as directed by governing documents.
• Interface professionally with members of the Bank’s board of directors.
• Prepare distribution requests.
• Prepare for and participate in Trust Committee meetings.
• Regular contact with account owners, beneficiaries, and other clients.
• Maintain account records in an organized, efficient manner.
• Perform annual regulatory reviews.
• Open and close accounts.
• Prepare requests for investment transfers or trades.
• Prepare and submit court accountings, as required.
• Work directly with investment advisors to carry out investment objectives.
• Prepare for and attend client calls and meetings.
• Interface with securities operations personnel.
• Coordinate bill payment.
• Prepare system reports of financial information.
• Assist with audits.
• Calculate and collect management fees following approved fee schedules.
• Act as mentor to other trust officers.
• Other duties in the Trust Department, as assigned.

Benefits

• Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off and 401(k) plan.
• Supporting employees and their families; we embrace the importance of caring for oneself and our families.
• Surrounding ourselves with smart, driven, and diverse individuals.
• Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
• Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employee’s value
• Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.
• Bank of Clarke is “Great Place to Work” Certified as of June 2024 through June 2025
• “Top Virginia Employer for Interns” award recipient (2023, 2024,2025) through Virginia Talent and Opportunity Partnership (V-TOP.)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees