Senior Trust Officer

Bank of Clarke

Responsible for performing client service and administration for trust and investment clients in a corporate fiduciary environment. Contributing to growth, profitability, and operational efficiency in wealth management team.

Posted 6/24/2026full-timeWinchester • Virginia • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Administer fiduciary accounts as directed by governing documents
Tend to the daily needs and demands of trust and investment clients and beneficiaries.
Manage tax impacts of investment activities.
Prepare distribution requests
Maintain and apply basic knowledge of income tax and wealth transfer tax systems
Prepare for and participate in Trust Committee meetings
Work tactfully and professionally 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 directly with investment advisors to carry out investment objectives
Attend client calls and meetings
Interface with securities operations and investment personnel
Coordinate bill payment
Prepare system reports of financial information;
Assist with regulatory audits
Calculate and collect management fees following approved fee schedules

Requirements

What you’ll need

Superior verbal and written communication skills
10+ years of experience in the administration of personal trusts
Minimum bachelor’s degree with JD and/or CTFA preferred
Accuracy and transparency
Proficiency with trust accounting principles
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

Benefits

Comp & perks

Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.
Supporting associates and their families; we embrace the importance of caring for oneself and our families.
Surrounding ourselves with smart, driven, and diverse individuals.
Valuing integrity, commitment regarding our daily duties, and the Bank as a whole.
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value.
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.
Bank of Clarke is “Great Place to Work” Certified through June 2025.
“Top Virginia Employer for Interns” award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity Partnership (V-TOP.)

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust accounting principlesfiduciary account administrationtax impact managementfinancial reportingregulatory complianceinvestment transfer preparationcourt accounting preparationbill payment coordinationannual regulatory reviewswealth transfer tax knowledge

Soft Skills

verbal communicationwritten communicationattention to detailtimelinessefficiencyteamworkhelpful attitudeaccuracytransparencyconfidentiality

Certifications

JDCTFA