What are the responsibilities and job description for the Associate, Trust Transition & Support position at Charles Schwab Inc.?
Your Opportunity
Schwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing. PTS currently serves $28 billion in assets under management, administration, and custody, meeting the needs of over 1,000 independent RIAs and over 8,000 individual families.
The Associate, Trust Support is responsible for managing office activities where Personal Trust Services employees work in a "satellite" office setting. The job requires on-site management of office duties including incoming and outgoing mail processing, managing vendors, ordering necessary supplies for PTS employees, and some processing and data input tasks.
Schwab follows the three lines of defense model of risk governance. The Associate, Trust Transition and Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab’s enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the context of their responsibilities.
Unleash your expertise: what you’re good at
- Effectively managing office operations to ensure all day-to-day activities are completed consistently. This includes timely mail processing to meet drop off and pick up times for all mail and package delivery services; disseminating mail and deliveries; managing vendors; monitoring and ordering supplies; managing visitors; etc
- Providing superior follow-up, along with excellent interpersonal, verbal, and written communication skills
- Attention to detail and accuracy in data input
- Working in a team setting where collaboration and communication are key to meeting client needs
- Complying with all state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and the Customer Identification Program
What you have
- 1-2 years of experience in banking or financial industry, including customer service and/or operations experience
- Experience with Microsoft Word, Excel, Powerpoint, and other MS Office applications
- Superior organization and follow-up skills and the ability to handle multiple priorities without sacrificing quality or accuracy
- Ability to communicate effectively (written and oral) to varying levels across the organization and build strong partnerships
- Must be team oriented with the ability to collaborate with peers and leaders
- Comfortable in a dynamic and fast-moving work environment
- Positive attitude and strong work ethic with high level of integrity and ethics
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
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