About the role
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.
Qualifications:
- 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.
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.
Skills & Tags
Aplyr's read
Vanguard is a leader in low-cost investment management, attracting those committed to long-term financial growth and innovation in client services.
What's promising
- •Vanguard offers a strong reputation for low-cost investment options.
- •Focuses on long-term strategies, appealing to investors seeking stability.
- •Diverse role opportunities in finance, risk management, and IT.
What to watch
- •Limited public information about internal culture and work-life balance.
- •Potentially slow career progression due to large organizational structure.
- •Highly competitive environment may not suit all candidates.
Why Vanguard
- •Pioneered the index fund, revolutionizing investment management.
- •Client-owned structure aligns company interests with investor success.
- •Significant emphasis on investor education and financial literacy.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Vanguard
Vanguard is an investment management company known for its low-cost mutual funds and ETFs, focusing on long-term investment strategies for individual and institutional investors.
