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Vanguard · 1 week ago

Trust Specialist

Malvern, PA

Full-time

Hybrid

Mid Level

3+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Trust Specialist to conduct analyses of trust documents, administer trust accounts, and serve as a key contact for clients and their advisors.

FinanceFinancial Services

No H1B

Responsibilities

Conducts initial analyses of trust documents to determine acceptability and compliance with policies, procedures, and regulations. Communicates processes, procedures, and requirements to clients, as needed

Completes day to day administration of trust accounts. This may include coordinating and facilitating transactions, new account openings, terminations, beneficiary updates, and account reviews

Act as a key point of contact for clients and their advisors in partnership with Senior Trust Advisors.  May prepare client presentation materials and participate in client meetings

Maintains understanding of trust administration as well as all compliance, regulatory, and departmental policies

Participates in special projects and performs other duties as assigned

Qualification

Wealth management experienceTrust administration knowledgeCTFACFP certificationClient communication skillsTeam collaboration

Required

Three years of experience in the wealth management industry required

Undergraduate degree or equivalent combination of training and experience

Certified Trust and Financial Advisor (CTFA) designation (or ability to obtain within departmental guidelines) or Certified Financial Planner (CFP) designation required

Preferred

Experience in the administration and support of trust and estates space preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

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Company data provided by crunchbase