Trust Administrator

Responsibilities

• 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.

Requirements

• Three years of experience in the wealth management industry required. Experience in the administration and support of trust and estates space preferred.
• 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.
• Special Factors
• Sponsorship
• Vanguard is not offering visa sponsorship for this position.
• About Vanguard
• At Vanguard, we don't just have a mission-we're on a mission.

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