Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
Position Summary:
The Senior Trust Officer, Client Servicesis responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Duties & Responsibilities of the Senior Trust Officer, Client Services:
- Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and meet their needs.
- Strong knowledge of a variety of account types including Individual/Joint, UTMA, IRA, Trust, Corporate and Partnerships
- Work with the FIS Trust System to provide administrative services such as, generate customized reports, review account activity and supervise cash movement
- Participate in client meetings
- Ability to read and interpret trust instruments to verify rules of the documents as well as identify trustees, authorized individuals to determine the scope of their authority
- Oversee and monitor transactions pertaining to outgoing and incoming cash movements
- Understand and engage in a high level of trust administration
- Keep abreast of tax laws, regulations, trends, and other issues that may affect administrative client service dynamics.
- Maintain compliance with departmental policies and procedures to ensure superior client service and respectable audits and examinations.
- Act as a liaison between commercial bank personnel by establishing interpersonal relationships and providing accurate and efficient services.
- Responsible for maintaining good working relationships with clients, attorneys, accountants, and other related professions to assure quality administration and to enhance new business opportunities.
- Represents the Trust Company in civic, government, community, banking and professional groups and associations to develop contacts and new business, and to promote the Trust Company’s positive image.
Selection Criteria of the Senior Trust Officer, Client Services:
- 10+ years of experience in Institutional and Personal Trust preferred.
- Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
- Strong written and oral skills
- Proficiency and experience using MS Word, Excel, and Trust Accounting System.
- Demonstrates ability to deal with complex situations, which require sound judgment.
- Highly effective communication skills: ability to interact comfortably with high-net-worth individuals.
- Bachelor’s degree in business or related field or commensurate work-related experience.
- Problem solving skills.
- Good organizational skills, with the ability to maintain legal documents.
- Ability to follow through on projects in a timely manner.
The anticipated base salary for this position is $100,000 to 150,000 annually. The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
