Senior Trust Advisor at TCV Trust & Wealth Management

Job description

**TCV Trust & Wealth Management /Senior Trust Advisor** **TCV Trust & Wealth Management (TCV)**, an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a **Senior Trust** **Advisor** to join their team in **McLean, VA.** The**Senior Trust Advisor** manages and supervises the administration of assigned accounts and develops new business. ### Benefits of the Job: - Pay in the range of $93,150 – $154,100, offer commensurate with experience. - Majority employee-owned, ESOP eligibility after one year of service. - Comprehensive benefit package. - Strong company culture that supports community and charitable organizations. ### Requirements: - Undergraduate degree required. - Significant trust administration experience. Incumbents must be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently. - Office based, 8:30am-5:00pm ### Responsibilities: - 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 office 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 contact with clients. Correspond with clients, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the client’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 clients. - Advise and consult with other officers on complex administration issues and problems.