Client Administration Officer or Vice President of Client Administration

Skillcloud HCMMclean, Virginia

$93,150 - $154,100 / year

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Overview

Schedule

Full-time

Career level

Executive

Remote

On-site

Compensation

$93,150-$154,100/year

Benefits

Paid Community Service Time

401k Matching/Retirement Savings

Job Description

TCV Trust & Wealth Management /Client Administration Officer or Vice President of Client Administration

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 Client Administration Officer or Vice President of Client Administration (title commensurate with experience) to join their team in McLean, VA.

The Client Administration Officer or Vice President 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.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE

I certify that the information contained in this application and resume is accurate and complete to the best of my knowledge. I understand that providing false, misleading, or incomplete information may result in the denial of employment or termination of employment if hired.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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FAQs About Client Administration Officer or Vice President of Client Administration Jobs at Skillcloud HCM

What is the work location for this position at Skillcloud HCM?

This job at Skillcloud HCM is located in Mclean, Virginia, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Skillcloud HCM?

Candidates can expect a pay range of $93,150 and $154,100 per year.

What employment applies to this position at Skillcloud HCM?

Skillcloud HCM lists this role as a Full-time position.

What experience level is required for this role at Skillcloud HCM?

Skillcloud HCM is looking for a candidate with "Executive" experience level.

What benefits are offered by Skillcloud HCM for this role?

Skillcloud HCM offers following benefits: Paid Community Service Time and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Skillcloud HCM?

You can apply for this role at Skillcloud HCM either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.