Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

National Bank

Trust Officer

Career Insights for Trust / Estate Lawyer

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Virginia data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Trust or Estate Lawyer works with all legal aspects of trusts and estates. This can include aspects of family law, taxation law, business law, inheritance law and probate law, as well as questions of community property, joint ownership and charitable gifts.

$168,539 / year median in Virginia

+9% projected growth

Explore Career

Job Description

Tazewell VANational Bank is currently seeking candidates for a full-time Trust Officer position. National Bank offers full-time employees a benefits package that includes health, dental, life, and long-term disability insurance and excellent retirement plans. Interested applicants should complete an application and attach a resume using the Employment Application link below. EOE M/F/disability/veteran
MAJOR ACCOUNTABILITIES
The Trust Officer is responsible for the day-to-day administration and management of assigned fiduciary accounts, including trusts, estates, agencies, and related relationships. The position requires a working knowledge of trust administration, fiduciary principles, investment oversight, regulatory compliance, and client relationship management. The position also requires participation in fiduciary account reviews, trust business development activities, and collaborative decision-making related to account administration and investment oversight.
SPECIFIC DUTIES
Administer trust, estate, agency, and fiduciary accounts in accordance with governing documents, bank policy, and applicable regulations. Develop and maintain relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and centers of influence. Participate in client meetings, account reviews, and fiduciary decision-making processes. Monitor account activity and ensure the proper administration of assigned fiduciary relationships. Assist with trust account documentation, estate settlement activities, and fiduciary recordkeeping. Work with investment personnel and consultants to review portfolio performance and ensure investment objectives are being appropriately addressed. Maintain awareness of fiduciary, tax, regulatory, and banking developments affecting trust account administration. Support trust business development efforts through referrals, community involvement, and professional networking. Ensure compliance with applicable policies, fiduciary standards, BSA/AML requirements, and regulatory expectations. Assume increasing responsibility for trust administration, client relationship management, investment review participation, and business development over time. Other duties as assigned by the Department Head.