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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration, including fiduciary account management, regulatory compliance, and client interaction. Strong communication skills and attention to detail are essential for maintaining accuracy and confidentiality in financial operations.
Highest-signal resume keywords
Trust Administration ExperienceCTFA CertificationRegulatory ComplianceClient Relationship ManagementFinancial Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fiduciary Account ManagementInvestment Transfer PreparationCourt Accounting PreparationAnnual Regulatory ReviewsBill Payment CoordinationManagement Fee CalculationAudit AssistanceSystem ReportingAccount Opening and ClosingTrust Committee Participation
Soft Skills
Superior Verbal CommunicationWritten Communication SkillsAttention to DetailTeam CollaborationHelpful Attitude
Certifications & Qualifications
CTFA Certification
Industry Keywords
Fiduciary ServicesTrust DepartmentRegulatory StandardsInvestment ObjectivesClient MeetingsSecurities OperationsOperational EfficiencyConfidentialityPolicies and ProceduresTrust Law
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Minimum bachelor’s degree
- CTFA or equivalent experience a plus
- Prefer minimum of 3 years of related experience or degree in trust administration subject matter
- Superior verbal and written communication skills
- Accuracy and transparency
- 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
- Trust experience or law degree required
- Availability after normal working hours
- Ability to travel for business as necessary
- Ability to work occasional hours beyond standard scheduling to meet critical deadlines
- Ability to perform essential duties satisfactorily, with reasonable accommodation available for qualified individuals with disabilities
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 through 2026
- Business travel to attend training opportunities