Trust Specialist

The Vanguard Group • Malvern, PA

13h • 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

• 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