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Trust Management Jobs in Virginia (NOW HIRING)

The National Bank of Blacksburg

Trust Officer

Tazewell, VA · On-site

$75K - $112K/yr

  • Medical

  • Dental

  • Life

  • Retirement

The Trust Officer is responsible for the day-to-day administration and management of assigned fiduciary accounts, including trusts, estates, agencies, and related relationships. The position requires ...

The National Bank of Blacksburg

Trust Officer

Tazewell, VA · On-site

$75K - $112K/yr

  • Medical

  • Dental

  • Life

  • Retirement

The Trust Officer is responsible for the day-to-day administration and management of assigned fiduciary accounts, including trusts, estates, agencies, and related relationships. The position requires ...

Booz Allen Hamilton

Zero Trust Program Manager

Arlington, VA

$86K - $198K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Zero Trust Program Manager The Opportunity: Design, implement, and maintain strategic, multi ... Project Management Professional (PMP) Certification Clearance: Applicants selected will be subject ...

Booz Allen Hamilton, Inc.

Zero Trust Program Manager

Arlington, VA · On-site +1

$86K - $198K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Share Zero Trust Program Manager The Opportunity: Design, implement, and maintain strategic, multi ... Project Management Professional (PMP) Certification Clearance: Applicants selected will be subject ...

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Trust Management information

What is trust management?

Trust Management refers to the professional administration of assets or property held in a trust on behalf of beneficiaries. Trust managers are responsible for ensuring that the trust is managed according to its terms and relevant legal requirements, including investing assets, distributing income or principal, and handling tax obligations. This role is commonly found in financial institutions, law firms, and specialized trust companies. Trust management helps protect and grow assets for individuals, families, or organizations, often serving both estate planning and wealth management purposes.

What are the key skills and qualifications needed to thrive in trust management, and why are they important?

To thrive in Trust Management, you need strong knowledge of estate planning, fiduciary responsibilities, and financial regulations, often supported by a degree in finance, law, or accounting and relevant certifications such as CTFA (Certified Trust and Fiduciary Advisor). Familiarity with trust accounting software, portfolio management systems, and compliance tools is typically required. Exceptional communication, discretion, and problem-solving skills set professionals apart in this field. These competencies are crucial for ensuring the proper administration of trusts, maintaining client confidence, and navigating complex legal and financial scenarios.

What are some common challenges faced by professionals working in trust management, and how can they be addressed?

Professionals in Trust Management often encounter challenges such as balancing the interests of multiple beneficiaries, staying current with changing trust laws and regulations, and managing complex asset portfolios. Effective communication with clients and beneficiaries is key to resolving conflicts and misunderstandings. Staying up-to-date through continuing education and collaborating closely with legal and tax advisors can help ensure compliance and optimal trust performance.

What is the difference between Trust Management vs Trust Accounting?

AspectTrust ManagementTrust Accounting
Primary FocusOverseeing and managing trust assets and client relationshipsRecording, reporting, and reconciling trust financial transactions
Required CredentialsCertifications like Trust Management Certification, relevant legal or financial credentialsAccounting certifications such as CPA, Trust Accounting certifications
Work EnvironmentLegal firms, financial institutions, trust companiesAccounting firms, financial institutions, trust departments
Employer & Industry UsageUsed by trust officers, financial advisors, estate plannersUsed by trust accountants, financial auditors, trust administrators

Trust Management involves overseeing trust assets and maintaining client relationships, while Trust Accounting focuses on accurately recording and reporting financial transactions within trusts. Both roles often require financial or legal credentials and are essential in trust-related industries, but they serve different functions within trust services.

What are popular job titles related to Trust Management jobs in Virginia?

For Trust Management jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Trust Management jobs in Virginia look for?

The top searched job categories for Trust Management jobs in Virginia are:

Trust Management jobs near you
Infographic showing various Trust Management job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Trust Officer

The National Bank of Blacksburg

Tazewell, VA • On-site

$75K - $112K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 11 days ago

Job description


Tazewell VA

National Bank is currently seeking candidates for a full-time Trust Officer position. National Bank offers full-time employees a benefits package that includes health, dental, life, and long-term disability insurance and excellent retirement plans. Interested applicants should complete an application and attach a resume using the Employment Application link below. EOE M/F/disability/veteran

MAJOR ACCOUNTABILITIES:


The Trust Officer is responsible for the day-to-day administration and management of assigned fiduciary accounts, including trusts, estates, agencies, and related relationships. The position requires a working knowledge of trust administration, fiduciary principles, investment oversight, regulatory compliance, and client relationship management. The position also requires participation in fiduciary account reviews, trust business development activities, and collaborative decision-making related to account administration and investment oversight.


SPECIFIC DUTIES:


  • Administer trust, estate, agency, and fiduciary accounts in accordance with governing documents, bank policy, and applicable regulations.
  • Develop and maintain relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and centers of influence.
  • Participate in client meetings, account reviews, and fiduciary decision-making processes.
  • Monitor account activity and ensure the proper administration of assigned fiduciary relationships.
  • Assist with trust account documentation, estate settlement activities, and fiduciary recordkeeping.
  • Work with investment personnel and consultants to review portfolio performance and ensure investment objectives are being appropriately addressed.
  • Maintain awareness of fiduciary, tax, regulatory, and banking developments affecting trust account administration.
  • Support trust business development efforts through referrals, community involvement, and professional networking.
  • Ensure compliance with applicable policies, fiduciary standards, BSA/AML requirements, and regulatory expectations.
  • Assume increasing responsibility for trust administration, client relationship management, investment review participation, and business development over time.


Other duties as assigned by the Department Head.