Office Support Specialist

TCV Trust & Wealth Management / Office Support Specialist

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 anOffice Support Specialist to join their team inRichmond, VA.

The Office Support Specialist providesreceptionandoffice support to contribute to the overall efficient operation of the Company.

• Pay in the range of $36,000 - $50,000, offer commensurate with experience.

• Majority employee-owned, ESOP eligibility after one year of service.

• Comprehensive benefit package.

• Strong company culture that supports community and charitable organizations.

• Must possess a friendly and welcoming personality and excellent communication skills.

• Must demonstrate professionalism, maturity and a proactive approach to responsibilities.

• Must possess a high level of initiative and energy with commitment to accuracy and confidentiality.

• Proven ability to meet deadlines and consistently deliver high-quality work.

• Strong proficiency in Microsoft Office, particularly Word, Excel and Outlook.

• Must possess a good understanding of company policies and procedures.

• Office based, 8:30am-5:00pm.

• Welcomes clients and visitors in a courteous and professional manner upon entry into the office.

• Receives and directs incoming telephone calls and promptly routes them accordingly.

• Manages the ordering and restocking of office and kitchen supplies.

• Monitors and routes incoming faxes.

• Coordinates storage retention and destruction with Iron Mountain.

• Communicates with the property management team regarding facility maintenance needs.

• Processes and distributes incoming and outgoing office mail ensuring timely delivery to staff and the mailbox each day. Maintains and monitors the returned mail log and follows up with outside branches accordingly.

• Provides cross-functional support to Administration and Marketing by drafting correspondence as requested, preparing name or address change letters, coordinating mass client mailings and RSVPs and maintaining the contact database for clients and professionals utilizing Microsoft Word and Excel.

• Performs various duties as backup for Operations including check printing/distribution, FinCen searches, SEC 13F searches, wire transfer approval and maintaining various audit logs.