Senior Trust Officer

Bank of Clarke

. Administer fiduciary accounts as directed by governing documents .

Posted 10/27/2026full-timeRemote • United StatesSenior💰 $110,138 - $187,192 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in the administration of personal trusts, with a strong focus on trust accounting principles, regulatory compliance, and effective communication with clients and stakeholders. Capable of managing fiduciary accounts while ensuring accuracy, confidentiality, and adherence to policies and procedures.

Highest-signal resume keywords

10+ Years Experience In Trust AdministrationProficiency With Trust Accounting PrinciplesBachelor's Degree; JD And/or CTFA PreferredSuperior Verbal And Written Communication SkillsAttention To Detail And Timeliness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Account AdministrationTax Impact ManagementInvestment Transfer PreparationCourt Accounting PreparationRegulatory Review PerformanceFinancial ReportingManagement Fee CalculationTrust Committee ParticipationClient Relationship ManagementBill Payment Coordination

Soft Skills

Strong Attention To DetailAccuracy And TransparencyTeam CollaborationEffective CommunicationConfidentiality

Certifications & Qualifications

JDCTFA

Industry Keywords

Trust AdministrationWealth Transfer TaxInvestment ObjectivesRegulatory ComplianceSecurities OperationsClient MeetingsNorthern Virginia MarketMaryland MarketWashington D.C. Market

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of experience in the administration of personal trusts
Minimum bachelor’s degree; JD and/or CTFA preferred
Superior verbal and written communication skills
Accuracy and transparency
Proficiency with trust accounting principles
Careful reading skills
Strong attention to detail while maintaining timeliness and efficiency
Adherence to policies, procedures, and regulations
High degree of privacy and confidentiality
Willingness to work in a team environment with a helpful attitude
Availability after normal working hours
Business travel may be necessary to meet with vendors and attend training opportunities
Occasional hours beyond standard scheduling may be required to meet critical deadlines

Benefits

Comp & perks

Medical insurance
Life insurance
Dental insurance
Vision insurance
Generous paid time off
Support for associates and their families
Diverse and driven work environment
Philanthropic, cultural, and artistic initiatives and organizations
Great Place to Work Certified through June 2025
Top Virginia Employer for Interns award recipient (2023, 2024, 2025, 2026)
Business travel to attend training opportunities