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Wealthfront

Automated wealth management via robo-advisors

Trust Officer

Finance & BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A minimum of three years of trust administration experience.
  • Must be based in Nevada or willing to relocate.
  • Knowledge of securities regulation and a strong understanding of account transfers, corporate actions and dividends, and trading.
  • Understanding of anti-money laundering rules and risk mitigation rules.
  • Deep familiarity with Nevada Trust Company Regulations, specifically NRS Chapter 669.
  • Strong organizational skills.
  • A 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.
  • A bachelor's degree in finance or economics, or related work experience.

Responsibilities

  • Complete all tasks needed to provide oversight of 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 teams, specifically building strong relationships with engineers.
  • Perform certain in-office tasks as the business requires.

About the Company

Wealthfront

Automated wealth management via robo-advisors

Wealthfront is a fintech firm that uses robo-advisors to manage investments for long-term growth. It offers a high-yield cash account (5.00% APY) through partner banks for short-term savings, a diversified bond portfolio for dividends and tax efficiency, and a stock discovery/trading platform for quick equity ideas. The company earns advisory fees taken from client investment returns. Its goal is to make wealth management easy and scalable by providing automated, easy-to-use tools for saving, investing, and growing money.

Company size
201-500
Company stage
IPO
Headquarters
Palo Alto, CA
Founded
2011

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