Trust Officer

Bank of Clarke•McLean, VA

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.

Requirements

Minimum bachelor's degree.
Trust experience or a law degree is 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.