Wealthfront
Trust Officer
Las Vegas, NV. Posted a month ago
The role
The Trust Officer will oversee daily operations of Wealthfront Trust as part of the Brokerage Operations team. The role covers Trust Administration, regulatory compliance and account supervision, and works closely with Client Services, engineering and product teams.
What you will 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, specifically creating strong relationships with engineers
- Complete certain in-office tasks as the business requires
Required qualifications
- 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
Benefits
- Medical, vision and dental coverage
- 401K matching
- Employee Stock Purchase Plan
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- Employee investing discount
Before you apply
- Must be based in Nevada or willing to relocate
About the company
Wealthfront aims to create a financial system that favors people, not institutions, using technology to build low-cost, easy-to-use financial products. Its products include a Cash Account, automated investing portfolios, a zero-commission Brokerage Account and a digital mortgage experience.