active · Approximate location
Trust Officer
full timeNevada
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AT A GLANCE
Brokerage Ops3+ years experienceFull Time
Required
- 3+ years experience
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 o
About the role
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. - including the engineering and product teams - to provide the best client experience possible.
Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas. You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions.
Responsibilities
- 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
Requirements
- 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
- 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
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