Senior Trust Advisor

Vanguard
Charlotte, PA
Category Finance
Job Description
As a Senior Trust Advisor, you will oversee the administration of trusts, provide trust advice and solutions, develop relationships with clients, and serve as an Ambassador of the Vanguard National Trust Company brand.

Requirements

  • Manage a highly complex book of trust accounts
  • Analyze trust documents for legal, tax, administrative and investment issues
  • Recommend trust and wealth planning advice and solutions to clients
  • Partner with Wealth Advisors, Financial Advisors, and Relationship Managers
  • Provide recommendations to acceptance committee
  • Perform fiduciary analysis
  • Develop relationships with beneficiaries and their advisors
  • Address questions raised by clients and their advisors
  • Partner with counsel to resolve legal issues
  • Maintain an in-depth understanding of trust administration, wealth planning techniques and the corporate trust services industry

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Retirement Plan
  • Tuition Reimbursement
  • Relocation Assistance
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