Trust Officer

Bank of Clarke • McLean, VA

1d

About The Position

The Trust Officer performs client service and administration for an assigned group of trust and investment management clients in the Trust Department. This professional role contributes to growth, profitability, operational efficiency, and best-in-class fiduciary service. The position supports the Northern Virginia, Maryland, and Washington, D.C. market.

The individual administers fiduciary accounts in accordance with governing documents, works with clients and investment advisors, and supports trust operations, regulatory reviews, reporting, audits, and committee activities. The role requires availability after normal working hours, and business travel may be necessary to meet with vendors or attend training. Occasional hours beyond standard scheduling may be required to meet critical deadlines. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Requirements

• Minimum bachelor's degree.
• Trust experience or a law degree required.
• 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.

Nice To Haves

• CTFA or equivalent experience.
• Prefer a minimum of 3 years of related experience or a degree in trust administration subject matter.

Responsibilities

• Administer fiduciary accounts as directed by governing documents.
• Prepare distribution requests.
• 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 personnel.
• Coordinate bill payment.
• Prepare system reports of financial information.
• Assist with audits.
• Calculate and collect management fees following approved fee schedules.
• Perform other duties in the Trust Department, as assigned.

Benefits

• Medical insurance.
• Life insurance.
• Dental insurance.
• Vision insurance.
• Generous paid time off.

What This Job Offers

• Job Type: Full-time