Location: In-office position in our Knoxville Tennessee branch.

TCV Trust & Wealth Management has a well-earned reputation for caring for our clients’ unique and individual needs. We are an employee-owned independent trust company that provides asset management, trust administration, and estate services to individuals and families. We develop close relationships with each client to attain a family vision—not just an investment strategy.

We have an opening in our Knoxville, TN office for an Associate in Client Administration. The Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.

Principal Job Duties and Responsibilities:

• Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
• Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
• Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
• Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
• Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.

Qualifications:

• Strong verbal, written, and interpersonal skills
• Discretion in handling confidential information and sensitive data
• Concern for clients and their needs; ability to create close and supportive relationships
• Attention to detail and accuracy while meeting deadlines
• Prefer at least two years of trust administration, paralegal, financial services or accounting experience; knowledge of basic accounting/tax principles and common asset characteristics;

Work Location: In person

To apply, please send your resume to Darcy Furr, our Human Resources Consultant, at HR Business Solutions – darcy@hrbsolutions.com. Please note TCV in the subject line.

NOTE: This description is not intended to cover all the duties of a single job. Additional duties may be assigned or duties may be reassigned at any time and at the discretion of management.  Senior Associate position differs from above in the level of judgment and independent decisions and in the frequency and level of client contact. 

TCV is an Equal Employment Opportunity employer.