Vice President or Senior Vice President of Client Administration

Location: Williamsburg, Virginia; office-based, on-site, 8:30am–5:00pm

Salary: $108,000–$166,000 per year, commensurate with experience

Company

An independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations.

What you will do

• Manage and supervise complex trust, IRA, investment, and estate accounts.
• Analyze trusts, wills, and related instruments to determine fiduciary duties and account requirements.
• Monitor investment allocations and review accounts for tax issues and alignment with client goals.
• Manage estate settlements, asset protection, appraisals, transfers, and beneficiary distributions.
• Supervise administrative staff and oversee new-account setup, documentation, and payment schedules.
• Maintain relationships with clients, attorneys, beneficiaries, co-executors, guardians, courts, and other stakeholders while developing new business.

Requirements

• Undergraduate degree required.
• Significant experience in trust administration.
• Ability to manage highly complex accounts and make critical decisions independently.
• Ability to work on-site in the Williamsburg office from 8:30am to 5:00pm.

Culture & Benefits

• Majority employee-owned organization with ESOP eligibility after one year of service.
• Comprehensive benefits package.
• Culture supporting community and charitable organizations.
• Client-centered wealth management approach focused on personalized service.