Trust Officer
Employment type
Full-time
Work setting
On-site
Location
Bluefield, WV
Schedule
Day shift
Posted
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Job overview
The Trust Officer is an onsite role in Bluefield, WV; compensation is not specified. The position reports to the Chief Fiduciary Officer at Burke & Herbert Bank & Trust and administers trusts, estates, guardianships, and retirement accounts.
What you'll do
- Administer trusts under wills, court orders, or guardianships
- represent the bank and qualify as executor when named
- support new business development
- liaise between investment staff and clients
- prepare court accountings
- coordinate fiduciary tax returns
- process trust, agency, and estate receipts and disbursements
- research account issues
- and send review letters.
What we're looking for
- Skills & competencies
- trust officertrust administrationfiduciary servicesestate administrationguardianshipstrust accountingtax returnsclient liaisonbluefield wvburke & herbert bank & trust
- Work arrangement
- Weekend coverage required
Why this role
The posting requires a college degree or equivalent additional related experience and 5–7 years of progressively responsible trust-related experience; a professional designation or advanced degree and CTFA are preferred. Travel may be required.
About the employer
Burke & Herbert Bank & Trust is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 13-2072.00
You'll be redirected to the employer's application page.
Listing ID: a3f2c9fb-361a-4a44-b7bb-32fb995090a9