Senior Trust Officer

Bank of Clarke•McLean, VA

About The Position

The Senior Trust Officer performs client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment. As part of a wealth management team, this professional role contributes to growth, profitability, operational efficiency, and high-quality fiduciary service. The position supports the Northern Virginia, Maryland, and Washington, D.C. market. The role requires administering fiduciary accounts according to governing documents, meeting the day-to-day needs of clients and beneficiaries, coordinating investment and account activity, and completing regulatory and financial administration. The individual works with account owners, beneficiaries, investment advisors, securities operations, and investment personnel, and helps prepare for Trust Committee meetings and regulatory audits. The individual must be available after normal working hours. Business travel may be necessary for vendor meetings and training, and occasional hours beyond standard scheduling may be required to meet critical deadlines. Reasonable accommodation may be made for qualified individuals with disabilities to perform the essential functions.

Requirements

At least 10 years of experience administering personal trusts.
Minimum bachelor’s degree.
Superior verbal and written communication skills.
Accuracy and transparency.
Proficiency with trust accounting principles.
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.

Nice To Haves

JD and/or CTFA.

Responsibilities

Administer fiduciary accounts as directed by governing documents.
Address the daily needs and demands of trust and investment clients and beneficiaries.
Manage tax impacts of investment activities.
Prepare distribution requests.
Maintain and apply basic knowledge of income tax and wealth transfer tax systems.
Prepare for and participate in Trust Committee meetings.
Work tactfully and professionally with account owners, beneficiaries, and other clients.
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.
Attend client calls and meetings.
Interface with securities operations and investment personnel.
Coordinate bill payment.
Prepare system reports of financial information.
Assist with regulatory audits.
Calculate and collect management fees according to approved fee schedules.
Perform other duties in the Trust Department as assigned.