Trust Officer

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.

This position supports the Northern Virginia, Maryland, and Washington, D.C. market area. An initial training period of up to six months will be conducted in Winchester, Virginia. Hybrid work eligibility will be evaluated upon successful completion of training.

• 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.

81 Yearly Salary