Posted 1 month ago
Vice President or Senior Vice President of Client Administration
AI Summary
Vice President or Senior Vice President of Client Administration manages and supervises trust account administration, analyzes trusts/wills/instruments, oversees IRA and estate accounts, and develops new business in a fiduciary capacity.
About this role
TCV Trust & Wealth Management / Vice President or Senior Vice President of Client Administration
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 aVice President or Senior Vice President of Client Administration(title commensurate with experience)to join their team inWilliamsburg, VA.
The Vice President or Senior Vice President manages and supervises the administration of assigned accounts and develops new business.
Benefits of the job:
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Pay in the range of $108,000 – $166,000, offer commensurate with experience.
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Majority employee-owned, ESOP eligibility after one year of service.
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Comprehensive benefit package.
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Strong company culture that supports community and charitable organizations.
Requirements:
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Undergraduate degree required.
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Significant trust administration experience. Incumbents must be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently.
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Office based, 8:30am-5:00pm
Responsibilities:
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Manage trust accounts by analyzing and studying trusts, wills and other instruments, to determine the duties of the company.
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Manage IRA entities, Investment Accounts & Estates. Work with clients and attorneys to ensure that clients’ estate plans are up to date.
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Monitor investment allocations, making sure they are in line with the client’s needs and goals.
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Review accounts to understand and address tax issues.
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Supervise office staff in the handling of administrative duties related to the accounts being managed
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Arrange for the handling and protection of assets or other business interests, including assembly, appraisals, evaluations and transfers.
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Oversee the set up and documentation of new accounts in the trust accounting system. Determine and implement payment schedules.
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Maintain contact with customers. Correspond with customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
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Make court appearances at audits or other proceedings. Deal with realtors, attorneys, agents and others regarding trust assets and related business.
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Manage estate settlements, including working with beneficiaries to manage and distribute assets.
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Develop new business and confer with potential customers.
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Advise and consult with other officers on complex administration issues and problems.
Skills
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