Bank of Clarke

General

• Administer fiduciary accounts as directed by governing documents
• Tend to the daily needs and demands of trust and investment clients and beneficiaries
• Manage tax impacts of investment activities
• Prepare distribution requests
• Maintain and apply basic knowledge of income tax and wealth transfer tax systems
• Prepare for and participate in Trust Committee meetings
• Work with account owners, beneficiaries, and other clients
• Perform annual regulatory reviews
• Open and close accounts
• Prepare requests for investment transfers or trades
• Prepare and submit court accountings as required
• Work directly with investment advisors to carry out investment objectives
• Attend client calls and meetings
• Interface with securities operations and investment personnel
• Coordinate bill payment
• Prepare system reports of financial information
• Assist with regulatory audits
• Calculate and collect management fees following approved fee schedules
• Support the Northern Virginia, Maryland, and Washington, D.C. market

Explore Senior Trust Officer at Bank of Clarke. Review requirements and application details.

Senior Trust Officer

• Administer fiduciary accounts as directed by governing documents
• Prepare distribution requests
• Prepare for and participate in Trust Committee meetings
• Work with account owners, beneficiaries, and other clients
• Perform annual regulatory reviews
• Open and close accounts
• Prepare requests for investment transfers or trades
• Prepare and submit court accountings as required
• Work with investment advisors to carry out investment objectives
• Attend client calls and meetings
• Interface with securities operations personnel
• Coordinate bill payment
• Prepare system reports of financial information
• Assist with audits
• Calculate and collect management fees following approved fee schedules
• Perform other duties in the Trust Department as assigned
• Contribute to growth, profitability, operational efficiency, and fiduciary service
• Support the Northern Virginia, Maryland, and Washington, D.C. market

Explore Trust Officer at Bank of Clarke. Review requirements and application details.

Open roles

Senior Trust Officer

Trust Officer