Trust Administrator

The Vanguard Group • Scottsdale, PA

3d • Hybrid

About The Position

At Vanguard, we don't just have a mission—we're 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. 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.

Requirements

• 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.

Nice To Haves

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

Responsibilities

• Under supervision of 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 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.
• Works closely with 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.
• Assist the Trust Advisor 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree