Trust Officer

Skills/Abilities: Excellent analytical skills. Strong verbal and communication skills. Ability to organize, prioritize and delegate in the service of clients.

Supervisory Responsibility: This position has no supervisory responsibilities.

Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands: This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. TravelTravel may be required for this position.

Education and Experience: College degree (or equivalent additional related experience) required. Professional designation and/or advanced degree preferred.5 - 7 years of progressively responsible experience in a trust related positions. Familiarity with investments and portfolio management. Knowledge of the Virginia Code as it relates to trusts and estates. Working knowledge of word-processing and spreadsheet applications. CTFA preferred. For Applicants located in Alexandria, Viriginia (VA): The anticipated salary range for this position is $90,000–$125,000 annually. The ranges listed for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.