What are the responsibilities and job description for the Trust Officer - Manager - Trust Administration position at Charles Schwab?
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures; as well as, legal and regulatory requirements, all while providing exceptional service to clients. You will be the point of contact for a portfolio of trust accounts and oversee all aspects of trust administration, including, but not limited to: effectively establishing and maintaining strong client relationships, accurately interpreting and applying trust provisions, documenting and carrying out distributions, providing sound record keeping, and completing timely account reviews, while working closely with investment advisors, trust beneficiaries, internal partners and various centers of influence within the account relationship.
What you have
Required Qualifications
#bank
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures; as well as, legal and regulatory requirements, all while providing exceptional service to clients. You will be the point of contact for a portfolio of trust accounts and oversee all aspects of trust administration, including, but not limited to: effectively establishing and maintaining strong client relationships, accurately interpreting and applying trust provisions, documenting and carrying out distributions, providing sound record keeping, and completing timely account reviews, while working closely with investment advisors, trust beneficiaries, internal partners and various centers of influence within the account relationship.
What you have
Required Qualifications
- 5 years of experience in personal trust administration serving as the primary point of contact with an assigned book of business.
- Strong knowledge of the principles of trust administration and practical working experience in administering trusts governed by both Delaware and Nevada law
- Bachelors degree required
- CTFA or equivalent work experience
- Experience with directed trusts
- Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
- Excellent interpersonal and communication skills and the ability to interface with a variety of people
- Highly motivated and a self-starter
#bank
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
