Trust Officer

Wealthfront•Nevada, NV

1d•$75,000 - $90,000

About The Position

Wealthfront Corporation is hiring a Trust Officer to oversee daily Wealthfront Trust operations as part of the Brokerage Operations team. Brokerage Operations works closely with Client Services and other Wealthfront divisions, including Engineering and Product, to provide a strong client experience. The team aims to eliminate non-value-added back-office processes and scale the business through automation. The role offers opportunities to work across areas of Brokerage Operations, collaborate with other departments, and contribute ideas and solutions to improve processes and systems.

Requirements

At least 3 years of Trust administration experience.
Must be based in Nevada or willing to relocate.
Knowledge of securities regulation and a strong understanding of account transfers, corporate actions and dividends, and trading.
Understanding of AML and risk mitigation rules.
Deep familiarity with Nevada Trust Company Regulations, particularly NRS Chapter 669.
Strong organizational skills.
Customer-centric business philosophy and collaborative mindset.
Ability to communicate cross-functionally.
Appreciation for applying technology and software to business processes.
Desire to improve processes to increase team efficiency and productivity.
Strong work ethic and hands-on approach.
Ability to quickly learn proprietary web-based account services applications.
Appreciation for compliance and adherence to government regulations.
Bachelor's degree in finance, economics, or a related field, or requisite related work experience.

Responsibilities

Complete tasks required to oversee Trust company operations, including Trust Administration, regulatory compliance, and account supervision.
Oversee reporting to the Nevada Financial Institutions Division.
Conduct quality control reviews and reconcile regulatory document delivery.
Collaborate cross-functionally with other company teams, particularly by building strong relationships with engineers.
Perform in-office tasks as required by the business.