Senior Legal Analyst
1 day ago
As a Senior Legal Analyst at Vanguard, you will play a critical role in supporting trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement agreements. You will also be responsible for trust termination management, including risk analysis and preparation of legal documents and engagement with states' attorney general's offices, where needed.
Key Responsibilities
Supports trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement agreements.
Manages trust termination, including risk analysis and preparation of legal documents and engagement with states' attorney general's offices, where needed.
Coordinates trust accountings and advises on corporate governance requirements for fiduciary activities of a trust company.
Leads the drafting and translation of legal disclosures, documents, and correspondence, and develops materials to support legal activities.
Conducts research, investigation, and analysis on investment regulatory and policy issues to support legal activities and contribute to the resolution of matters.
Requirements
Minimum of five years related work experience, paralegal/legal and regulatory experience in the trust and estate planning industry preferred.
Undergraduate degree or equivalent combination of training and experience.
About Vanguard
Vanguard is a mission-driven company that is committed to delivering long-term financial wellbeing to our clients. We are a collaborative and inclusive organization that values diversity, equity, and inclusion. We offer a hybrid working model that allows our crew members to work from home and in the office, and we are committed to ongoing learning and development opportunities.
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