VP, Trust Officer

Burke & Herbert Bank & Trust • Alexandria, VA

117d

About The Position

Administer trust under wills, court order or guardianships. Represent the Bank and qualify as executor for the Bank where named. Act as administrator for grantor trusts and retirement accounts.

Requirements

• College degree (or equivalent additional related experience) required
• 5 - 7 years of progressively responsible experience in trust related positions
• Familiarity with investments and portfolio management
• Knowledge of the Virginia Code as it relates to trusts and estates
• Working knowledge of word-processing and spreadsheet applications

Nice To Haves

• Professional designation and/or advanced degree preferred
• CTFA preferred

Responsibilities

• Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents
• Provide liaison between investment unit and client
• Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts
• Coordinate filing of fiduciary income tax returns. Ensure returns are filed, taxes are paid and refunds are received
• Prepare trust, agency and estate receipts and disbursements using Trust Accounting System
• Research and solve routine account problems independently
• Research and solve more complex account problems with assistance of departmental leadership
• Ensure timely mailing of Trust Committee Review and Quality Review letters

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees