Senior Trust Officer

Bank of Clarke•McLean, VA

23h

About The Position

Responsible for 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 growing wealth management team. The role contributes to growth, profitability, operational efficiency, and fiduciary service. It supports the Northern Virginia, Maryland, and Washington, D.C. market. The individual administers fiduciary accounts, responds to client and beneficiary needs, coordinates investment-related activities, prepares account and regulatory documentation, and supports trust operations and audits. The position requires availability outside normal working hours when needed, and business travel may be necessary for vendor meetings and training. Occasional hours beyond standard scheduling may be required to meet critical deadlines.

Requirements

10+ years of experience in the administration of 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 preferred.

Responsibilities

Administer fiduciary accounts according to governing documents.
Address the daily needs and demands of trust and investment clients and beneficiaries.
Manage tax impacts of investment activities and maintain basic knowledge of income tax and wealth transfer tax systems.
Prepare distribution requests.
Prepare for and participate in Trust Committee meetings.
Work professionally and tactfully 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.