Client Administration Associate @ Skillcloud HCM Solutions

TCV Trust & Wealth Management / Client Administration Associate

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. 

About the company

Skillcloud HCM Solutions helps emerging companies build or expand their internal Talent Acquisition capabilities by providing a flexible, role-agnostic recruiting model that enables key hires efficiently. It works by offering scalable recruiting bandwidth and support across functions, allowing startups to tap into skilled recruiters and processes without committing to a full in-house TA team. What sets Skillcloud apart is its role-agnostic approach and adaptable deployment, which lets early-stage firms quickly scale their hiring across multiple roles as they grow. The company’s goal is to help growing organizations establish and expand their internal TA capacity to hire the talent they need in the most efficient way possible.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

2015

Get referred to Skillcloud HCM Solutions

See people who can refer or advise you

Benefits

Paid Holidays
Paid Vacation
Flexible Work Hours
Hybrid Work Options

Company News

The Columbus Dispatch

Jan 9th, 2026

HR NOLA Joins Forces with Skillcloud HCM Solutions to Expand HR Expertise Nationwide

HR NOLA joins forces with Skillcloud HCM Solutions to expand HR expertise nationwide. New Orleans' leading human resources consulting firm has been acquired by a national provider of HR managed services. Together, we can help more organizations thrive by building strong cultures, ensuring compliance, and unlocking the full potential of their workforce."" - Chris Dirksing, Managing Partner at Skillcloud HCM Solutions NEW ORLEANS, LA, UNITED STATES, January 7, 2026 /EINPresswire.com/ - HR NOLA, New Orleans' leading human resources consulting firm, has been acquired by Skillcloud HCM Solutions, a national provider of HR managed services specializing in talent acquisition, outsourced HR, and HR technology implementation. This strategic partnership combines HR NOLA's deep expertise in culture, compliance, and talent with Skillcloud's scalable workforce solutions to deliver a full spectrum of HR services to businesses across the country. "Our mission has always been to help organizations become great places to work through strategic, people-first HR solutions," said Amy Bakay, SHRM-SCP, Founder and CEO of HR NOLA. "Joining forces with Skillcloud HCM Solutions allows us to expand our reach, offer even more resources to our clients, and continue delivering human-centered, results-driven HR consulting that meets the unique needs of each business we serve." Since its founding, HR NOLA has built a reputation for transforming workplaces with expertise in employee engagement, policy compliance, talent optimization, and leadership development. The firm is known for its solutions-focused approach, tailoring strategies to meet the needs of both small businesses and larger, growing organizations. Skillcloud HCM Solutions brings national scale and technical HR expertise to the partnership. With a focus on workforce strategy, technology implementation, and talent acquisition, Skillcloud empowers companies to attract, develop, and retain top talent while optimizing HR processes for growth. "HR NOLA is a perfect fit for Skillcloud," said Chris Dirksing, Managing Partner at Skillcloud HCM Solutions. "Their deep local expertise and human-centered approach complement our mission to provide scalable, customized HR solutions. Together, we can help more organizations thrive by building strong cultures, ensuring compliance, and unlocking the full potential of their workforce." About HR NOLA HR NOLA is a progressive HR consulting and outsourcing firm built on the belief that strategic people practices drive business success. Founded by Amy B. Bakay, SHRM-SCP, HR NOLA partners with organizations to align people strategy with business performance. By delivering expert guidance in talent optimization, organizational design, and risk mitigation, the firm empowers companies to build resilient, high-performing cultures. Serving clients nationwide, HR NOLA provides fractional HR leadership and strategic workforce HR solutions that drive long-term growth and operational excellence. About Skillcloud HCM Solutions Skillcloud HCM Solutions helps organizations transform how they source, manage, and develop their workforces. Specializing in HR managed services, technology implementation, and talent acquisition, Skillcloud delivers customizable solutions to optimize employee engagement, growth, and organizational success. EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above. Information contained on this page is provided by an independent third-party content provider. XPRMedia and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]

Angel Capital Association

Jan 18th, 2024

Angel Insights Blog

Thursday, January 18, 2024 ACA Announces Skillcloud Consulting Group Partnership The Angel Capital Association is excited to announce its newest partnership with Skillcloud Consulting Group - a company that creates customizable HR Managed Services to run your growing payroll, benefits, HR support and talent acquisition.

TechCrunch

Jan 16th, 2024

Connect With Fyelabs, Skillcloud Consulting Group And Wiggin And Dana Llp At Techcrunch Early Stage 2024

Startup magic doesn’t just happen. It takes talent, skill, experience, hard work and more. The same is true for creating TechCrunch Early Stage 2024, a world-class startup conference taking place on April 25 in Boston, Massachusetts.We partner with some of the startup world’s leading companies to create that magic — and give new and prospective founders the tools, knowledge and community they need to build a successful startup. Our partners provide more than just financial support.They consistently deliver highly relevant content, educational expertise, resources and connection at the event. Their participation elevates, engages and supports early-stage founders.We recently announced that FlashIntel and Withum will be at TC Early Stage, and now we’re excited to share more companies that are joining our parade of partners. But first, a bit of important housekeeping.TimeCrunch: Prices increase January 27

Skillcloud HCM Solutions

Client Administration Associate