Trust Administrator
Trust Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities
- Partners with a Senior Trust Advisor to administer trust accounts for ultra high net worth clients their families and advisors.
- Coordinates fiduciary actions and maintains all account documents and history.
- Conducts reviews to ensure trusts are administered appropriately and in alignment with policies procedures and regulations.
- Maintains an indepth understanding of trust administration and the corporate trustee services industry as well as departmental policies.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Three years of client relationship management experience required. Experience in the Financial Services industry preferred.
- Undergraduate degree or equivalent experience 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.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
