Senior Trust Officer
Winchester, VA · On-site
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Quick apply
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
$91K - $145K/yr
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
$91K - $145K/yr
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
Responsible for performing client service and administration for an assigned group of trust and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Wilmington, NC · On-site
$39K - $53K/yr
... Officer and leadership roles Stable, growing organization with outstanding employee retention ... internships * Strong interest in wealth management, trust administration, banking, or financial ...
Wilmington, NC · On-site
$39K - $53K/yr
... Officer and leadership roles Stable, growing organization with outstanding employee retention ... internships * Strong interest in wealth management, trust administration, banking, or financial ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
Grand Rapids, MI · On-site
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
Grand Rapids, MI · On-site
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Advises Trust Officers, external customers, attorneys, and accountants on highly complex tax ...
Kearney, NE · On-site
$17/hr
... officers, attend any training deemed appropriate and attend any event deemed appropriate. 5. ... trust, as determined by the Chief of Police. Supplemental Information PHYSICAL REQUIREMENTS:
Kearney, NE · On-site
$17/hr
... officers, attend any training deemed appropriate and attend any event deemed appropriate. 5. ... trust, as determined by the Chief of Police. Supplemental Information PHYSICAL REQUIREMENTS:
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Cincinnati, OH · On-site
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Cincinnati, OH · On-site
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Cincinnati, OH · On-site
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
Cincinnati, OH · On-site
Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ... Internship or co-operative experience in tax or prior public or industry accounting experience ...
... Trust Officers, and Planners can be simplified. * Deliver analysis and insights on the consistency ... KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g ...
New
... Trust Officers, and Planners can be simplified. * Deliver analysis and insights on the consistency ... KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g ...
New
Brooklyn, OH · On-site
$23/hr
... Trust Officers, and Planners can be simplified. * Deliver analysis and insights on the consistency ... KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g ...
Brooklyn, OH · On-site
$23/hr
... Trust Officers, and Planners can be simplified. * Deliver analysis and insights on the consistency ... KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g ...
Dayton, OH · On-site
Strives to establish trusting relationships with assigned youth. Encourages youthful offenders in ... Utilizes volunteers and college interns to supplement juvenile offender programming efforts. Serves ...
Dayton, OH · On-site
Strives to establish trusting relationships with assigned youth. Encourages youthful offenders in ... Utilizes volunteers and college interns to supplement juvenile offender programming efforts. Serves ...
Manhattan, NY · Hybrid
$95K - $105K/yr
About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The ... Bachelor's degree in finance, Economics or related field with internship up to 5 years of related ...
Quick apply
Manhattan, NY · Hybrid
$95K - $105K/yr
About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The ... Bachelor's degree in finance, Economics or related field with internship up to 5 years of related ...
Omaha, NE · On-site
The CHO serves as a trusted advisor to the CEO, Board of Directors, and relevant Board committees ... The CHO also ensures volunteer and internship resources are strategically leveraged to expand ...
Omaha, NE · On-site
The CHO serves as a trusted advisor to the CEO, Board of Directors, and relevant Board committees ... The CHO also ensures volunteer and internship resources are strategically leveraged to expand ...
Burlington, VT · On-site
$15 - $20/hr
Interns will work closely with officers, community partners, and CJC staff to gain a comprehensive ... trust. By the end of the internship, students will: * Understand how community policing ...
Burlington, VT · On-site
$15 - $20/hr
Interns will work closely with officers, community partners, and CJC staff to gain a comprehensive ... trust. By the end of the internship, students will: * Understand how community policing ...
Omaha, NE · On-site
The CHO serves as a trusted advisor to the CEO, Board of Directors, and relevant Board committees ... The CHO also ensures volunteer and internship resources are strategically leveraged to expand ...
Omaha, NE · On-site
The CHO serves as a trusted advisor to the CEO, Board of Directors, and relevant Board committees ... The CHO also ensures volunteer and internship resources are strategically leveraged to expand ...
$8.65 - $9.86
2% of jobs
$9.86 - $11.06
4% of jobs
$11.06 - $12.26
14% of jobs
$12.72 is the 25th percentile. Wages below this are outliers.
$12.26 - $13.46
12% of jobs
$13.46 - $14.66
15% of jobs
The median wage is $14.84 / hr.
$14.66 - $15.87
18% of jobs
$17.03 is the 75th percentile. Wages above this are outliers.
$15.87 - $17.07
10% of jobs
$17.07 - $18.27
6% of jobs
$18.27 - $19.47
8% of jobs
$19.47 - $20.67
5% of jobs
$20.67 - $21.87
5% of jobs
$8
$15
$21

Full-time
Medical, Dental, Vision, Life, PTO
Re-posted 29 days ago
Description
Position Purpose: Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. 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
Tend to the daily needs and demands of trust and investment clients and beneficiaries.
Manage tax impacts of investment activities.
Prepare distribution requests
Maintain and apply basic knowledge of income tax and wealth transfer tax systems
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 and investment personnel
Coordinate bill payment
Prepare system reports of financial information;
Assist with regulatory audits
Calculate and collect management fees following approved fee schedules
Requirements
Where you'll shine:
Superior verbal and written communication skills
10+ years of experience in the administration of personal trusts
Minimum bachelor's degree with JD and/or CTFA preferred
Accuracy and transparency
Proficiency with trust accounting principles
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
Other duties in the Trust Department, as assigned
Where we shine:
Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.
Supporting associates 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 employees' 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.
Bank of Clarke is "Great Place to Work" Certified through June 2025.
"Top Virginia Employer for Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity
Partnership (V-TOP.)
Working Conditions:
The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
EEO M/F/V/D
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Berryville, VA, US
1881