Trust Ops Specialist job vacancy in Bank of Clarke County (Winchester, VA 22601)

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Company name : Bank of Clarke County
Location : Winchester, VA 22601
Position : Trust Ops Specialist

Description :
Position Purpose: Responsible for performing the operations functions for the department and is expected to be knowledgeable about the Trust accounting system, general trust accounting principles, compliance with trust documents, and investments.
What you’ll do

Process all accounting transactions accurately and timely including income, capital changes, investments, contributions, mutual funds and disbursements
Set-up and maintain statement information
Taxes—withhold federal and state taxes, as applicable. Make estimated payments, prepare W-2’s, 1099’s and other required tax documents; coordinate with accountants, review prepared returns
Prepare annual report, checks and other necessary documentation for trust/guardian annual accountings
Review quarterly fees and process as applicable
Set up new accounts, investment reviews, statements, payments, fees and cross-references
Close accounts by withholding fees, distributing assets and filing final accountings and tax returns
Other duties, as assigned

Where you’ll shine

Proficient with trust accounting systems and general trust accounting principals
Knowledge of and compliance with trust documents
Knowledge of investments
Strong attention to detail while being timely and efficient
Effectively follow policies, procedures and regulations
Maintain high degree of privacy and confidentiality
Superior verbal and written communication skills
Willingness to work in a team environment with a helpful attitude
Assist in any area of the Trust Department, as required

Where we shine

Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off
Supporting associates and their families; we embrace the importance of caring for oneself and our families
Surrounding ourselves with smart, driven, and diverse individuals
Valuing integrity, commitment in regard to our daily duties, and the Bank as a whole
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value


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