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 a Trust Client Administration Associate. If you are client-focused and want to deliver unparalleled service from new account set up through all facets of trusts, estates and investment support, we’d like to hear from you.

The Associate performs administrative functions related to the ongoing maintenance of trust and investment accounts and provides support/back up to the client account manager.

Principal Job Duties:

• Establish/maintain client account files. Communicate with clients, co-executors, guardians and others.
• Handle inquiries from clients. Collaborate with client account manager to release information and/or funds.
• Monitor daily cash balances of income and principal. Ensure prompt payment of bills, remittances, taxes, etc. Track daily transactions.
• Handle transactions related to estate and/or trust administration in collaboration with the client account manager.
• Administration support for wills, trust indentures, agency and custodial agreements, court orders or other legal documents and preparation of related documents.

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; Bachelor’s Degree

Experience:

• Trust Account: 1 year (Preferred)
• Administrative: 1 year (Preferred)
• Financial services: 1 year (Preferred)
• Paralegal: 1 year (Preferred)

Work Location: In person

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.

TCV is an Equal Employment Opportunity employer.