Fiduciary Services Officer in Alexandria, Virginia at Burke & Herbert Bank & Trust
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Job Description
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CLASSIFICATION: Non-exempt
REPORTS TO: Chief Fiduciary Officer
JOB DESCRIPTION
Summary/Objective
Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents
- Provide liaison between investment unit and client
- Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts
- Coordinate with leadership to complete the filing of fiduciary income tax returns.
- Prepare trust, agency and estate receipts and disbursements using Trust Accounting System
- Research and solve routine account problems
- Research and coordinate fiduciary solutions with assistance of leadership
- Ensure timely mailing of Trust Committee Review and quality review letters.
Other Duties
- Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
- Perform other duties as assigned.
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 does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Limited local travel may be required for this position.
Education and Experience
- 2 - 5 years of experience in a trust related positions.
- Related college degree preferred.
- Familiarity with investments and portfolio management.
- Functional knowledge of trusts and estates management.
- Working knowledge of word-processing and spreadsheet applications.
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.