Location: In-office position in our Williamsburg VA branch.

TCV Trust & Wealth Management (TCV) is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations. TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

The primary role of the Client Administration Officer to manage and supervise the administration of assigned accounts and may work with or support more experienced advisor.

Principal Job Duties and Responsibilities:

• Manage trust accounts by analyzing and studying trusts, wills and other instruments, to determine the duties of the company.
• Manage IRA entities, Investment Accounts & Estates.
• Monitor investment allocations, making sure they are in line with the client’s needs and goals.
• Review accounts to understand and address tax issues.
• Supervise support staff in the handling of administrative duties related to the accounts being managed.
  — Arrange for the handling and protection of assets or other business interests, including assembly, appraisals, evaluations and transfers.
  — Oversee the set up and documentation of new accounts in the trust accounting system. Determine and implement payment schedules.
• Maintain contacts with customers. Correspond with customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
• Make court appearances at audits or other proceedings. Deal with realtors, attorneys, agents and others regarding trust assets and related business.
• Manage estate settlements, including working with beneficiaries to manage and distribute assets.
• Develop new business and confer with potential customers.
• Advise and consult with other officers on complex administration issues and problems.

Qualifications:

Generally, requires six (6) years of trust administration support experience at the senior level. Incumbents usually handle the more routine accounts and, over time, manage all but the most complex types of accounts and trust administration issues.

Apply:

To apply, please send your resume to Katherine Earle, our Human Resources Consultant, at HR Business Solutions – katherine@hrbsolutions.com. Note TCV in the subject line.

NOTE: The Senior Client Administration Officer position differs from above in the level of judgment and independent decisions.

TCV is an Equal Employment Opportunity employer.

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.