Two years of trust administration, paralegal, financial services, or accounting experience.
Knowledge of basic accounting and tax principles and common asset characteristics.
Ability to handle confidential information and sensitive data with discretion.
Ability to maintain attention to detail and accuracy while meeting deadlines.
A Bachelor of Science degree in business, finance, or a related field is preferred.
Ability to work office-based from 8:30 a.m. to 5:00 p.m.
Responsibilities
Serve as the first point of contact for clients and prospects, answering and directing calls professionally and discreetly.
Analyze wills, trust indentures, agency and custodial agreements, court orders, and other legal documents; use the internal checklist to extract required information and enter it into the trust accounting system.
Establish and maintain client account files, and initiate and prepare routine correspondence to customers, co-executors, guardians, and others regarding account inquiries, requests, complaints, or other matters.
Determine the elements comprising an estate's assets and allocate them to appropriate categories for filing an inventory with the court; use state-mandated lists and other instructions to prepare documentation for presentation to the Commissioner of Accounts.
Respond to telephone inquiries from customers and make sound recommendations to the client account manager regarding the release of information or funds.
Monitor daily cash balances of income and principal; ensure prompt payment of bills, remittances, and taxes; track daily transactions; execute cash dispositions at the client account manager's direction; prepare cash flow analyses; and prepare and implement annual budgets for accounts.
Desired Qualifications
Strong verbal, written, and interpersonal communication skills.
Concern for clients and their needs, with the ability to create close and supportive relationships.
TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Associate to join their team in Williamsburg, VA.
The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.
Benefits of the job:
Pay in the range of $42,000 - $67,000, offer commensurate with experience.
Majority employee-owned, ESOP eligibility after one year of service.
Comprehensive benefit package and competitive salary.
Strong company culture that supports community and charitable organizations.
Requirements of the Client Administration Associate:
BS degree in business, finance or related field preferred.
2 years of trust administration, paralegal, financial services or accounting experience.
Knowledge of basic accounting/tax principals and common asset characteristics.
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.
Office based, 8:30am-5:00pm.
Responsibilities:
Serve as the first point of contact for clients and prospects, answering and directing calls with professionalism and discretion.
Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.
TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.
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.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.