Trust Clerk jobs in Virginia Beach, VA

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Wealth Associate
  • Southern Bank and Trust
  • Kill Devil Hills, NC FULL_TIME
  • Position: Wealth Associate
    Reports To: Financial Advisor
    Indirectly Reports To: Director Wealth Management
    Reports To This Position: None
    FLSA Status: Non-Exempt

    Role Summary:

    The Wealth Associate is responsible for providing support services for assigned Financial Advisor(s) in defined territory(ies). Duties include operational tasks, business processing, customer service interaction, client prospecting, and appointment scheduling for the advisor. The Specialist's role is essential to maintaining and expanding the Advisor's relationship with their bank team, bank leadership and with clients and prospects.

    Specific Job Functions (Duties/Responsibilities)
    :

    • Develop rapport with existing clients.
    • Answer inbound calls, handle requests or direct to appropriate parties.
    • Establish and maintain customer files.
    • Open accounts.
    • Review all applications for completeness before submission. Process and track written business. Prepare and send reports, documents, updates, and other correspondence to clients.
    • Process and monitor all account transfers.
    • Participate in seminars, branch trainings and community events in support of Southern Investment Services.
    • Outbound calls to existing clients, prospects, and referrals to schedule appointments.
    • Identify customer needs and encourage use of Bank products and services.
    • Handle customer inquiries. Manage client requests for distributions, and other service matters.
    • Assist customers with information requests or problem resolution in a timely, professional manner.
    • Communicate effectively with customers and potential customers as well as with internal Bank contacts.
    • Insure compliance with all legal and regulatory mandates as well as all Bank policies and procedures.

    JOB REQUIREMENTS:

    Knowledge/Skills/Abilities Required
    :

    • Understanding of core investment products, including managed accounts, equities, mutual funds, annuities and insurance.
    • Ability to interact professionally with other lines of business within the Bank.
    • Possess strong work ethic, problem-solving skills, and have the ability to multi-task.
    • Attention to detail.
    • Ability to meet with clients as needed.
    • Knowledge of community bank retail services and all Southern Bank services.
    • Knowledge of legal and regulatory requirements for both the bank and FINRA registered advisors.
    • Ability to identify customer needs and sell Bank services.
    • Excellent customer service skills including ability to handle difficult customer situations.
    • Proficient in Microsoft operating systems including Word, PowerPoint, Outlook, and Excel.
    • Willingness to study for and become FINRA registered.

    Education/Experience Requirements
    :

    • FINRA Licenses preferred. Either have FINRA registrations or be willing to acquire registrations within the first 6 months in the role.
    • High School diploma or general education degree (GED) or equivalent. Bachelor’s degree in a related field preferred.
    • One to two years of previous experience in customer contact or sales roles preferred.
    • Capable user of standard office equipment/software applications such as MS Word, PowerPoint, Outlook and Excel.
    • Three or more years’ experience within a financial organization to gain the necessary experience and background knowledge to perform the duties and responsibilities listed above.

  • 22 Days Ago

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Mortgage Originator
  • Manufacturers and Traders Trust Co
  • Berlin, MD FULL_TIME
  • Overview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best me...
  • 23 Days Ago

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Mortgage Originator
  • Manufacturers and Traders Trust Co
  • Salisbury, MD FULL_TIME
  • Overview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best me...
  • 6 Days Ago

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Teller I - On Call
  • Southern Bank and Trust
  • Kill Devil Hills, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 9 Days Ago

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Customer Service Representative I
  • Southern Bank and Trust
  • Kitty Hawk, NC FULL_TIME
  • Position: Customer Service Representative I Reports To: Branch Manager Indirectly Reports To: City Executive/Branch Operations Manager Reports To This Position: None FLSA Status: Non-Exempt Role Summa...
  • 16 Days Ago

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Clerk
  • City of Virginia Beach
  • Social Srvc Bldg, VA FULL_TIME
  • The City of Virginia Beach Department of Human Services is seeking an experienced Clerk to work in its Eligibility Benefits Program Division. Under general supervision the Clerk 11/111 on the Document...
  • Just Posted

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0 Trust Clerk jobs found in Virginia Beach, VA area

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Administrative Assistant
  • Commonwealth Staffing
  • Virginia Beach, VA
  • Commonwealth Staffing is recruiting for an Executive Assistant who will support the company President and other executiv...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • City of Poquoson
  • Newport News, VA
  • Administrative Assistant City of Poquoson Community Development Department Starting salary $42,017. Performs intermediat...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Styles By J LLC
  • Hampton, VA
  • Job Description Job Description We are looking for a responsible Administrative Assistant to perform a variety of admini...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • ADP - RNOOID0027706835
  • Virginia Beach, VA
  • Job Description Job Description DanzStar is seeking a friendly, hospitable, and experienced person to work part-time as ...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • DBS Staffing Services, Inc.
  • Virginia Beach, VA
  • DBS Staffing Services, Inc. is seeking an organized and detail-oriented Administrative Assistant to join our client . . ...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • Automated Management Systems
  • Virginia Beach, VA
  • Job Description Job Description We‘re now hiring for an Administrative Assistant to join our team. If you are looking fo...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • Wall Einhorn & Chernitzer
  • Norfolk, VA
  • Title: Administrative Assistant Department: Admin Location: Norfolk, VA Wall, Einhorn & Chernitzer, P.C. (WEC), is seeki...
  • 3/25/2024 12:00:00 AM

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Administrative Support Associate
  • Priority Staffing
  • Norfolk, VA
  • Job Description Job Description Administrative Support Associate Summary: This position is responsible for processing al...
  • 3/24/2024 12:00:00 AM

Virginia Beach is located at 36°51′02″N 75°58′40″W / 36.8506°N 75.9779°W / 36.8506; -75.9779 (Virginia Beach). According to the United States Census Bureau, the city has a total area of 497 square miles (1,290 km2), of which 249 square miles (640 km2) is land and 248 square miles (640 km2) (49.9%) is water. It is the largest city in Virginia by total area and third-largest city land area. The average elevation is 12 feet (3.7 m) above sea level. A major portion of the city drains to the Chesapeake Bay by way of the Lynnhaven River and its tributaries. The city is located at the southeaster...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,405 to $41,071
Virginia Beach, Virginia area prices
were up 1.2% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020