Senior Trust Officer

Burke & Herbert Bank & Trust • Alexandria, VA

17h

About The Position

Summary/Objective

Administer fiduciary and investment accounts including trust under will, court order, or foundation accounts. Represent the Bank and qualify as executor for the Bank where named and provide service for grantor trusts and retirement accounts.

Essential

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential

functions.

Requirements

• Excellent analytical skills.
• Strong verbal and communication skills.
• Ability to organize, prioritize and delegate in the service of clients.
• College degree (or equivalent additional related experience) required.
• 5 - 7 years of progressively responsible experience in a trust related positions.
• Familiarity with investments and portfolio management.
• Strong knowledge of the Virginia and/or West Virginia Code, where relevant, as it relates to trusts and estates.
• Working knowledge of word-processing and spreadsheet applications.

Nice To Haves

• Professional designation (e.g., CTFA) and/or advanced degree preferred.
• Experience leading professional staff is preferred.

Responsibilities

• Provide liaison between portfolio management team and client where appropriate
• File annual court accountings and respond to inquiries from the various Commissioners of Accounts
• Assist in the filing of fiduciary income tax returns. Ensure returns are filed, taxes are paid and refunds are received
• Facilitate trust, agency and estate receipts and disbursements using Trust Accounting System
• Research and solve most account problems independently
• Assist in development of new business
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level