Client Administration Associate

Requirements

• BS degree in business, finance or related field preferred
• 2 years of trust administration, paralegal, financial services or accounting experience
• Knowledge of basic accounting/tax principals and common asset characteristics
• Strong verbal, written, and interpersonal skills
• Discretion in handling confidential information and sensitive data
• Concern for clients and their needs; ability to create close and supportive relationships
• Attention to detail and accuracy while meeting deadlines
• Office based, 8:30am-5:00pm

Additional Information

TCV Trust & Wealth Management / Client Administration Associate 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 Associate to join their team in Williamsburg, VA. The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager. 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 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.

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