Top 121 Finance Jobs in Williamsburg, Va

Client Administration Associate
TCV Trust & Wealth Management —Williamsburg, VA
- $42,000 - $67,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional
MassMutual —Williamsburg, VA
- $100,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Representative
Northwestern Mutual —Williamsburg, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Unit Controller - Colonial Williamsburg
Aramark —Williamsburg, VA
- $56,000 - $90,000 a year
- Oracle
- Inventory control
- 5 years
- Disability insurance
- Health insurance
Senior Manager, Commodities & Hedging
Smithfield Foods —Smithfield, VA
- $140,000 - $182,500 a year
- Full-time
- Analysis skills
- In-person
- Senior level
- Relocation assistance
Finance Operations Specialist
Chesapeake Bank —Williamsburg, VA
- Full-time
- Mid-level
- Organizational skills
- Communication skills
Quick Apply
F&I Manager
Casey Toyota —Williamsburg, VA
- $150,000 - $210,000 a year
- Weekends as needed
- Dealership
- Mid-level
- Driver's License
- Health savings account
- Disability insurance
Regional Financial Analyst
Riverside Hospital Services —Newport News, VA
- $64,200 - $88,275 a year
- Full-time
- Mid-level
- 3 years
- Finance
Quick Apply
8d
Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA
Towne Wealth Management —Williamsburg, VA
- Microsoft Outlook
- Computer literacy
- Research
Financial Analyst - Programs (PHF)
Airborne Tactical Advantage Company (ATAC) —Newport News, VA
- $65,300 - $97,700 a year
- Full-time
- Oracle
- Mid-level
- Office
- Wellness program
- Paid parental leave
AUTOMOTIVE PRODUCT GENIUS/FINANCE TRAINEE
Nissan Williamsburg —Williamsburg, VA
- Full-time
- Background check
- Dealership
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Plant Finance Manager
Eaton —Williamsburg, VA
- $97,000 - $143,000 a year
- Background check
- Oracle
- Finance
- Retirement plan
Business Analyst - Financial Reporting & Data Analytics
Liebherr USA Co. —Newport News, VA
- $80,000 - $100,000 a year
- Online Application
- Bachelor of Science
- ERP systems
- Mid-level
- Health insurance
- Dental insurance
Finance Manager, $80,000 - $100,000.00
Kingsmill Resort —Williamsburg, VA
- $80,000 - $100,000 a year
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
10d
F&I Manager
Casey Auto Group —Newport News, VA
- $150,000 - $210,000 a year
- Weekends as needed
- Dealership
- Mid-level
- Driver's License
- Health savings account
- Disability insurance
Financial Systems – Workday Architect
William & Mary —Williamsburg, VA
- $95,000 - $112,000 a year
- Hybrid work
- Background check
- Office
- Finance
- Health insurance
- Dental insurance
Program Control Analyst Ocean Operations
SUBCOM LLC —Williamsburg, VA
- Full-time
- Oracle
- Mid-level
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Assistant Controller
William & Mary —Williamsburg, VA
- $130,000 - $150,000 a year
- Background check
- CPA
- Customer service
Finance Operations Specialist
The YMCA of the Virginia Peninsulas —Newport News, VA
- $44,000 - $50,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- AD&D insurance
- Health insurance
Quick Apply
11d
Financial Service Representative
LANGLEY FEDERAL CREDIT UNION —Newport News, VA
- $17.64 - $21.78 an hour
- Full-time
- Mid-level
- Office
- Mentoring
- Paid holidays
- Loan repayment program
Quick Apply

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finance jobs near williamsburg, va

Client Administration Associate

TCV Trust & Wealth Management
Williamsburg, VA

Quick Apply

Job Details

Full-time
$42,000 - $67,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Employee stock ownership plan

Qualifications

Confidential information handling

Full Job Description

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.

Benefits of the job:

·Pay in the range of $42,000 - $67,000, offer commensurate with experience

.Majority employee-owned, ESOP eligibility after one year of service.

· Comprehensive benefit package and competitive salary

· Strong company culture that supports community and charitable organizations.

Requirements of the Client Administration Associate:

· 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

Responsibilities:

· Serve as the first point of contact for clients and prospects, answering and directing calls with professionalism and discretion.

· Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.

· Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.

· Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.

· Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.

· Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.

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

TCV Trust & Wealth Management is an 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.

Pay: $42,000.00 - $67,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

What is your personal email address?

Ability to Commute:

Williamsburg, VA 23185 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in williamsburg, va

Client Administration Associate

Financial Services Professional

Financial Representative

Unit Controller - Colonial Williamsburg

Senior Manager, Commodities & Hedging

Finance Operations Specialist

F&I Manager

Regional Financial Analyst

Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA

Financial Analyst - Programs (PHF)

AUTOMOTIVE PRODUCT GENIUS/FINANCE TRAINEE

Plant Finance Manager

Business Analyst - Financial Reporting & Data Analytics

Finance Manager, $80,000 - $100,000.00

F&I Manager

Financial Systems – Workday Architect

Program Control Analyst Ocean Operations

Assistant Controller

Finance Operations Specialist

Financial Service Representative

I want to receive the latest job alert for finance in williamsburg, va

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