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Winchester

    officer - Winchester, VA, United States - Bank of Clarke

    Bank of Clarke
    Bank of Clarke Winchester, VA, United States

    1 day ago

    Default job background
    Full time
    Description
    :

    Position Purpose 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
    PIcf5df377ba
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