Trust Specialist

Vanguard • Malvern, PA

1d • 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.

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.

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees