Senior Trust Officer

This is a fully remote position, open to applicants in Maryland, +1 more state.

📋 Description

• Oversee fiduciary accounts in accordance with governing documents

• Address the daily needs and requirements of trust and investment clients as well as beneficiaries

• Manage tax implications related to investment activities

• Prepare requests for distributions

• Maintain and utilize fundamental knowledge of income tax and wealth transfer tax systems

• Prepare for and engage in Trust Committee meetings

• Collaborate with account owners, beneficiaries, and other clients

• Conduct annual regulatory reviews

• Open and close accounts as necessary

• Generate requests for investment transfers or trades

• Prepare and file court accountings as required

• Work closely with investment advisors to implement investment strategies

• Participate in client calls and meetings

• Interact with securities operations and investment personnel

• Coordinate bill payments effectively

• Prepare system reports containing financial information

• Assist with regulatory audits

• Calculate and collect management fees according to approved fee schedules

• Provide support for the Northern Virginia, Maryland, and Washington, D.C. market

⛳️ Requirements

• 10+ years of experience in personal trust administration

• Minimum of a bachelor’s degree; JD and/or CTFA preferred

• Exceptional verbal and written communication abilities

• Emphasis on accuracy and transparency

• Proficiency with trust accounting principles

• Strong reading comprehension skills

• Keen attention to detail while ensuring efficiency and timeliness

• Compliance with policies, procedures, and regulations

• High level of privacy and confidentiality

• Willingness to collaborate in a team-oriented environment with a supportive demeanor

• Availability outside of standard working hours

• Occasional business travel may be required to meet with vendors and participate in training

• Flexibility to work additional hours if necessary to meet critical deadlines

🏝️ Benefits

• Medical insurance

• Life insurance

• Dental insurance

• Vision insurance

• Generous paid time off

• Support for associates and their families

• Diverse and driven work environment

• Engagement in philanthropic, cultural, and artistic initiatives and organizations

• Recognized as a Great Place to Work Certified through June 2025

• Recipient of the Top Virginia Employer for Interns award (2023, 2024, 2025, 2026)

• Business travel opportunities for training programs