Trust OfficerActive$75K–$90K
The opportunity
Wealthfront Corporation is currently hiring a Trust Officer to be responsible for daily oversight of Wealthfront Trust operations as part of our Brokerage Operations team. Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc.
What you'll do
Complete all needed tasks to provide oversight to the operations of the Trust: company, 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 teams at the company, specifically: creating strong relationships with engineers
Certain in office tasks as the business requires
What they're looking for
- 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
- Deeply familiar with Nevada Trust Company Regulations, specifically NRS Chapter 669
- Strong organizational skills
- Customer-centric business philosophy and collaborative mindset
- Ability to communicate cross-functionally
