Senior Trust Administrator
Senior Trust Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Core Responsibilities
- Under supervision of Senior Trust Advisor interpret trust and will documents and applicable law to ensure the proper set-up of account records including payments fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
- Under supervision of Senior Trust Advisor handle ongoing day to day administration of accounts including coordinating and facilitating transactions new account openings trust terminations and account reviews while proactively manage account base to avoid and minimize service and operational issues.
- Partners closely with Senior Trust Advisor to act as a key point of contact for clients and their advisors. May prepare client presentation materials and participate in client meetings.
- Partner with Senior TrustAdvisor to maintain current information on beneficiaries and their changing needs and circumstances to provide superior client service.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Bachelors degree.
- 2 years of experience in the wealth management industry.
- Client Servicing client knowledge client relationships proactive communication.
- Teamwork/Personal Effectiveness clear and concise communication time management adaptability to delegate coaching and training.
Preferred Qualifications
- Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts including legal tax and investments knowledge.
- 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 long-term 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 in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required Experience:
Senior IC
Employment Type
Full-Time
