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Trust Officer
Wealthfront. Complete all needed tasks to provide oversight to Trust company operations, including Trust Administration, regulatory compliance, and account supervision .
About the role
Key responsibilities & impact- Complete all needed tasks to provide oversight to Trust company operations, including Trust Administration, regulatory compliance, and account supervision
- Oversee all reporting to the Nevada Financial Institutions Division
- Conduct quality control reviews and regulatory document delivery reconciliation
- Collaborate cross-functionally with other company teams, specifically building strong relationships with engineers
- Perform certain in-office tasks as the business requires
- Work across Brokerage Operations areas and help eliminate non-value-added back-office processes through automation
- Implement cross-functional process and back-office system improvements
Requirements
What you’ll need- Minimum of 3 years of Trust administration experience
- Must be based in Nevada or willing to relocate
- Securities regulatory knowledge and strong understanding of account transfers, corporate actions/dividends, and trading
- Understanding of AML and risk mitigation rules
- Deep familiarity with Nevada Trust Company Regulations, specifically NRS Chapter 669
- Strong organizational skills
- Customer-centric business philosophy and collaborative mindset
- Ability to communicate cross-functionally
- Appreciation and understanding of applying technology and software to business processes
- Desire to improve processes to increase team efficiency and productivity
- Strong work ethic and hands-on approach
- Ability to quickly learn proprietary web-based account services applications
- Appreciation for compliance and adherence to government regulations
- Bachelor's degree in finance, economics, or related field or requisite related work experience
Benefits
Comp & perks- Equal opportunity employer
- Collaborative, cross-functional work environment
- Opportunity and flexibility to learn and work across all areas of Brokerage Operations
- Employee input encouraged to improve processes and back-office systems through automation