TCV Trust & Wealth Management has a well-earned reputation for caring for our clients’ unique and 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.
If you are client-focused and want to deliver unparalleled service from new account set up through all facets of trusts, estates and investment support, we’d like to hear from you.
We have an opening in our Lynchburg, Virginia office for a Trust & Wealth Management Associate.
The Trust & Wealth Management Associate performs administrative functions related to the ongoing maintenance of trust and investment accounts and to provide support/back up to the client account manager.
Principal Job Duties:
Establish/maintain client account files. Communicate with clients, co-executors, guardians and others.
Handle inquiries from clients. Collaborate with client account manager to release information and/or funds.
Monitor daily cash balances of income and principal. Ensure prompt payment of bills, remittances, taxes, etc. Track daily transactions.
Handle transactions related to estate and/or trust administration in collaboration with the client account manager.
Administration support for wills; trust indentures, agency and custodial agreements, court orders or other legal documents and preparation of related documents.
Strong verbal, written, and interpersonal skills
Discretion in handling confidential information and sensitive data
Concern for clients and their needs; ability to create close and supportive relationships
Attention to detail and accuracy while meeting deadlines
Two to four years of trust administration, financial services or accounting experience is preferred
Knowledge of basic accounting/tax principles and common asset characteristics is preferred
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.
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