|
|
|||
Printer friendly  | |||
| Company: | Vanguard , PA, AZ Remote | ||
| Job Title: | Senior Trust Advisor - Hybrid |
||
| Job Category: | Trusts And Estates [ View All Trusts And Estates Jobs ] | ||
| Job Reference: | 77141 | ||
| Job description: | |||
| As a Senior Trust Advisor, you will be an integral part of our trust practice. Oversee the administration of trusts, provide trust advice and solutions, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with clients, beneficiaries, and business partners. Senior Trust Advisor Location: Newtown Square, PA Scottsdale, AZ Job Req: 168232 Duties and Responsibilities Manage a large and complex book of trust accounts and responsible for the client experience. Oversee the day-to-day administration of trust accounts by partnering with a Trust Administrator. Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of trust services, advice, and solutions. Recommend trust and wealth planning advice and solutions to clients that are consistent with VNTC requirements and client objectives. Work with internal business partners to determine client strategy for deepening client relationships. Partner with Wealth Advisors, Financial Advisors, and Relationship Managers to vet and price new trust business, including developing a full understanding and evaluation of the purpose and objectives of the trust, the nature of VNTC's role, the risks inherent in the structure and assets, and the client's expectations. Provide recommendations to acceptance committee as to suitability and may provide certain approvals. Perform fiduciary analysis, provide recommendations regarding VNTC's exercise of discretionary powers it has as trustee, and may provide certain approvals. Conduct required reviews of trust accounts to ensure compliance with the terms of the trust document and all applicable laws, regulations, and internal policies, and may approve discretionary action requests and trust reviews submitted by Trust Administrator. Partner with counsel to resolve legal issues. Partner with Tax Advisors and counsel to resolve tax issues. Develop relationships with beneficiaries and their advisors to gain insight and knowledge in carrying out the grantor's purpose and meeting the needs of the beneficiaries. Address questions raised by clients and their advisors. Promote professional development by maintaining an in-depth understanding of trust administration, wealth planning techniques and the trustee services industry. Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, and competitive) within the trusts and estates industry. Maintains all required licenses and designations. Maintains an in-depth understanding of Vanguard's compliance, regulatory and departmental policies and procedures, including a thorough knowledge of the regulatory requirements for Vanguard and its risk appetite. Continuously identifies process improvement opportunities along with business solutions. Participates in special projects and performs other duties as assigned. Qualifications Bachelor's degree. Certified Trust and Financial Advisor (CTFA) designation required (or ability to obtain within 1 year of assuming position) or hold CFP or Juris Doctorate (JD). Minimum of three years of trust administration and client relationship management experience. Exceptional client relationship management skills. Excellent writing and verbal communication skills. Positive attitude with the ability to effectively change and adapt in a continual and rapidly changing environment. Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills. Preferred Qualifications Advanced degree (MBA, JD, CPA, LLM) Five years of trust administration and client relationship management experience. 77141 |
|||
|
|
|||
| Company: | Vanguard | ||
|
|||
| Employment type: | Full Time, Remote | ||
| Salary: | Unspecified | ||
Other Information |
|||
| Degree: | JD | ||
| Experience (year): | Unspecified | ||
| Job Location: | Newtown Square, Scottsdale, PA, AZ Remote USA | ||
| Post Date: | 07/03/2025 | ||
| More Details: | Click here to read more about this job. | ||
Contact Information |
|||
| Apply Today | |||
Job details |