Manage trust accounts by analyzing and studying trusts, wills and other instruments, to determine the duties of the company.
Manage IRA entities, Investment Accounts & Estates. Work with clients and attorneys to ensure that clients’ estate plans are up to date.
Monitor investment allocations, making sure they are in line with the client’s needs and goals.
Review accounts to understand and address tax issues.
Supervise support staff in the handling of administrative duties related to the accounts being managed.
Arrange for the handling and protection of assets or other business interests, including assembly, appraisals, evaluations and transfers.
Oversee the set up and documentation of new accounts in the trust accounting system. Determine and implement payment schedules.
Maintain contacts with customers. Correspond with customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
Make court appearances at audits or other proceedings. Deal with realtors, attorneys, agents and others regarding trust assets and related business.
Manage estate settlements, including working with beneficiaries to manage and distribute assets.
Develop new business and confer with potential customers.
Advise and consult with other officers on complex administration issues and problems
Significant trust administration experience.
Experience managing complex accounts
Ability to make critical decisions independently
Undergraduate degree required
About TCV Trust & Wealth Management
TCV Trust & Wealth Management (formerly Trust Company of Virginia) has a well-earned reputation for caring for our clients’ unique individual needs. We are an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals and families. We develop close relationships with each client to attain a family vision—not just an investment strategy.