Wealth Management Specialist jobs in Newport News, VA

TCV Trust & Wealth Management (TCV) is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations. TCV has offices in Virginia (Richmond, McLean, Williamsburg, and Roanoke) and in Knoxville, TN. We excel at providing the highest level of care for each client's unique individual needs. Our commitment to providing unparalleled personal service is well known in our marketplace.

We have an opening for a Client Administration Officer in our Williamsburg, VA office. This is an established role with existing client relationships. Will manage and supervise the administration of assigned accounts, IRA entities, investment accounts, and estates. Will work closely with clients, guardians, attorneys, realtors, and agents; make court appearances at audits or other proceedings; and manage estate settlements, including working with beneficiaries to manage and distribute assets. Will develop new business and confer with potential clients.

This is a great opportunity for a candidate with related experience in trusts/estates, law, banking, financial services/planning, or wealth management. Must have proven relationship-management skills, high attention to detail and accuracy, excellent communication skills, and the ability to make critical decisions independently. Knowledge of basic accounting/tax principles and common asset characteristics is preferred. This is a full-time, in-office position (not hybrid). Must have a bachelor’s degree.

If you meet the qualifications outlined above, when responding to this posting, please submit your resume along with a cover letter detailing your relevant experience. We look forward to reviewing your application!

TCV is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $83,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• What prompted you to apply for this position? Why do you think you would be a good fit?
• What are your salary expectations?

Education:

• Bachelor's (Required)

Experience:

• Financial Services: 1 year (Preferred)
• Trust Account: 1 year (Required)

Ability to Relocate:

• Williamsburg, VA 23188: Relocate before starting work (Required)

Work Location: In person