What are the responsibilities and job description for the Trust Officer position at Charles Schwab?
Your Opportunity
You will be empowered to make an impact on your career at Schwab, where innovative thought meets creative problem solving. We are seeking a diligent and experienced Trust Officer to join our team.
The successful candidate 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. This role involves providing exceptional service to clients, overseeing all aspects of trust administration, including establishing and maintaining strong client relationships, interpreting and applying trust provisions, documenting distributions, and completing timely account reviews.
What You Have
To be considered for this position, you must possess the following qualifications:
- A minimum of 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.
- A Bachelors degree is required.
Prior experience with directed trusts and proficiency in CTFA or equivalent work experience would be highly beneficial. Additionally, superior organizational skills, excellent interpersonal and communication skills, and the ability to interface with various people are essential for success in this role.
What's In It For You
We are committed to empowering our employees' personal and professional success. Our supportive culture and focus on development mean you'll receive the tools needed to make a positive difference in the finance industry. A competitive benefits package takes care of the whole employee – today and in the future.
- 401(k) with company match and Employee stock purchase plan.
- Paid time off 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.
