Senior Trust Specialist

3 hours ago

Malvern, Pennsylvania, United States Vanguard Full time
Job Summary

We are seeking a highly skilled Senior Legal Analyst to join our team at Vanguard. As a Senior Legal Analyst, you will play a critical role in supporting trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement agreements.

Key Responsibilities:

  • Supports trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement agreements.
  • Trust termination management, including risk analysis and preparation of legal documents and engagement with states' attorney general's offices, where needed.
  • Coordinates trust accountings.
  • Advise on corporate governance requirements for fiduciary activities of a trust company.
  • Leads the drafting and translation of legal disclosures, documents, and correspondence.
  • Develops materials and partners with counsel to deliver presentations and provide advice on regulatory and legal developments related to Vanguard's business activities and investment products.
  • Leads the review and resolution of day-to-day operational, risk and legal issues related to Vanguard's business activities and investment products.
  • Interprets legal documentation, handles policy and procedure issues, and contract drafting and negotiation.
  • Conducts research, investigation, and analysis on investment regulatory and policy issues to support legal activities and contribute to the resolution of matters.
  • Researches, aggregates, and delivers legal resources for attorneys such as statutes, recorded judicial decisions, articles, and legal codes to support the preparation of legal documents and contracts.
  • Identifies and evaluates the regulatory impact of new products, services, and investment strategies. Attends client meetings to stay abreast of new product offerings.
  • Leads the generation of legal reporting and the maintenance of legal databases.
  • Develops and maintains expertise in applicable areas of the law, Vanguard's business and products, and the investment industry. Stays abreast of industry and regulatory developments affecting Vanguard.
  • Participates in special projects and performs other duties as assigned.

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 organization that is committed to delivering long-term financial wellbeing to our clients. We are a collaborative and inclusive team that values diversity, equity, and inclusion. We offer a hybrid working model that enables flexibility and in-person learning, collaboration, and connection.

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