What are the responsibilities and job description for the Fiduciary Support Specialist position at Bank of Clarke?
Description
Position Purpose: As a Fiduciary Specialist in our Trust Department, you will play a pivotal role in ensuring the smooth operation of fiduciary accounts and providing exceptional support to senior team members. By diligently managing the duties in the “What you’ll do” section, you will contribute to the efficient and effective operation of our Trust Department, ensuring the highest level of fiduciary service for our clients.
What you’ll do
- General office administrative duties in fiduciary environment.
- Complete monthly Regulation 9 account reviews for officer approval.
- Gather data and prepare Trust Committee document package.
- Maintain real estate tracking, inspections, and vendor interface.
- Gain understanding of routine trust operations.
- Update and maintain Trust Department forms.
- Review routine client bill payment and tracking.
- Participate in team efforts to prepare client Investment Policy Statements.
- Execute securities trades at officer instruction.
- Coordinate transfers of securities into the Department.
- Coordinate client investment reviews.
- Help to manage future fee documents and inquiries.
- Review and document investment concentrations and directed holdings.
- Coordinate client online account access.
- Assist with coordination of tax return preparation, filing, and fee assessments.
- Conduct polished, professional interface with fiduciary clients.
- Complete assigned fiduciary training and other development opportunities.
- Other duties as assigned.
Requirements
Where you’ll shine
- Bachelor’s degree or equivalent education/work experience.
- Excellent oral and written communication skills.
- Ability to analyze personal financial statements and tax returns.
- Strong working knowledge of Microsoft Office Outlook, Word, and Excel.
- Ability to adapt to operating system and/or financial software.
- Exceptional customer service skills.
- Decision making skills.
- Detail and thoroughness in attention to documentation.
Where we shine
- Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.
- Supporting associates and their families; we embrace the importance of caring for oneself and our families.
- Surrounding ourselves with smart, driven, and diverse individuals.
- Valuing integrity, commitment to our daily duties, and the Bank as a whole.
- Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value.
- Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.
- Bank of Clarke is “Great Place to Work” Certified as of June 2023 through June 2024.
- “Top Virginia Employer for Interns” award recipient (2023, 2024,2025) through Virginia Talent and Opportunity Partnership (V-TOP).
Working Conditions:
The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
EEO M/F/V/D
