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7 дней назад

Trust Officer (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Релокация
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Officer (Fintech): Overseeing Wealthfront Trust operations, including trust administration, regulatory compliance, account supervision, and reporting to the Nevada Financial Institutions Division with an accent on securities operations, AML controls, and Nevada trust regulations. Focus on conducting quality control reviews, reconciling regulatory document delivery, collaborating with engineers, and improving back-office processes through automation.

Location: Nevada, US; hybrid workplace. Must be based in Nevada or willing to relocate.

Company

hirify.global provides automated investment, brokerage, and financial services through technology-driven products.

What you will do

  • Oversee daily hirify.global Trust operations, including trust administration, regulatory compliance, and account supervision.
  • Manage reporting to the Nevada Financial Institutions Division.
  • Conduct quality control reviews and reconcile regulatory document delivery.
  • Collaborate cross-functionally with Client Services, engineering, product, and other business teams.
  • Complete in-office operational tasks as required.
  • Identify and implement automation to improve back-office efficiency and productivity.

Requirements

  • At least 3 years of trust administration experience.
  • Must be based in Nevada or willing to relocate.
  • Knowledge of securities regulation, account transfers, corporate actions and dividends, and trading.
  • Understanding of AML and risk mitigation rules.
  • Deep familiarity with Nevada Trust Company Regulations, particularly NRS Chapter 669.
  • Bachelor’s degree in finance, economics, or a related field, or equivalent relevant experience.

Culture & Benefits

  • Collaborative, cross-functional environment with strong interaction between operations and engineering.
  • Medical, vision, and dental benefits.
  • 401(k) matching and an Employee Stock Purchase Plan.
  • Generous time off, parental leave, and wellness reimbursements.
  • Professional development support and an employee investing discount.

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