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Trust Management Jobs in Virginia (NOW HIRING)

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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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution.

Trust Operations Coordinator

New Horizon Bank

Mclean, VA • On-site

Other

Re-posted 9 days ago

Job description

At New Horizon, we’re building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better — for our clients and for each other. This isn’t a place for red tape; it’s a place for builders. From product design to client experience to operations, we’re constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you’re energized by momentum, motivated by results, and excited to shape the future of banking, you’ll feel right at home here.


General Job Summary: The Trust Operations Coordinator provides administrative, operational, and client service support for the Bank's Trust Department. This position is responsible for ensuring the efficient administration of trust and fiduciary accounts by coordinating account documentation, maintaining accurate records, processing transactions, supporting regulatory compliance, and delivering exceptional service to clients, attorneys, accountants, and internal business partners.

As a key member of a growing Trust Department, this individual will assist in establishing operational processes and procedures while supporting the Bank's commitment to personalized relationship banking and fiduciary excellence.



Essential Duties and Responsibilities:

  • Provide administrative and operational support for trust, estate, agency, and custody accounts.
  • Assist with onboarding new trust relationships, including account setup, documentation review, and system maintenance.
  • Process account transactions, including deposits, distributions, transfers, fees, and account maintenance requests.
  • Prepare trust account documentation, correspondence, meeting materials, and client reports.
  • Maintain organized electronic and physical client files in accordance with regulatory and Bank record retention requirements.
  • Coordinate account reviews and assist with annual administrative reviews.
  • Work closely with Trust Officers to ensure timely completion of client requests and fiduciary activities.
  • Serve as a primary point of contact for routine client inquiries and provide exceptional customer service.
  • Coordinate with Operations, Deposit Services, Loan Operations, Compliance, Finance, and Investment partners to support trust account administration.
  • Monitor outstanding documentation and follow up with clients, legal representatives, and internal departments.
  • Assist with trust account billing and fee collection.
  • Perform other duties as assigned.



Required Knowledge, Skills, and Abilities:


  • Experience with InnoTrust software is strongly preferred.
  • Ability to learn trust accounting and trust management software.
  • Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks while meeting deadlines.
  • Excellent written and verbal communication skills.
  • Strong customer service and relationship management abilities.
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
  • High level of integrity, professionalism, and discretion.



Education and Experience:

  • Associate's degree preferred; equivalent banking experience considered.
  • Minimum of 2 years of banking, trust administration, wealth management, legal, or financial services experience preferred.
  • Experience working in a trust department, estate planning law firm, wealth management firm, or community bank.
  • Familiarity with trust accounting systems and fiduciary operations.
  • Knowledge of trust compliance, fiduciary regulations, and account documentation.

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