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Loudéac

    Trust Officer - Winchester, United States - Bank of Clarke

    Bank of Clarke
    Bank of Clarke Winchester, United States

    3 weeks ago

    Default job background
    Description
    PositionPurpose Responsible for performing client service and administration for an assigned group of trust and investment management clients in the Trust Department. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

    What you'll do
    • 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.
    • Other duties in the Trust Department, as assigned.
    Requirements

    Where you'll shine
    • Minimum bachelor's degree
    • CTFA or equivalent experience a plus
    • Prefer minimum of 3 years of related experience or degree in trust administration subject matter.
    • 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.
    • Trust experience or law degree required.
    Where we shine
    • Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off and 401(k) plan
    • Supporting employees and their families; we embrace the importance of caring for oneself and our families.
    • Surrounding ourselves with smart, driven, and diverse individuals
    • Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
    • Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employee's value
    • Devoted to the communities in which we serve as we help those who form the creative backbone of our market's future economy and business value.
    Working Conditions:

    Requires occasional attendance after normal working hours. Business travel may be necessary to meet with vendors, customers and attend training opportunities.

    EEO M/F/V/D
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