Current jobs related to Trust Officer - WILMINGTON - Charles Schwab

  • Trust Administrator

    1 week ago

    wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Trust Administrator

    2 months ago

    Wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Trust Officer

    3 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Trust OfficerAt Wilmington Savings Fund Society, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the daily administration of personal trust accounts, providing exceptional service to our clients, and managing complex relationships.Key Responsibilities:Manage personal trust accounts...

  • Trust Officer

    3 weeks ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...

  • Trust Officer

    3 days ago

    Wilmington, Delaware, United States Citigroup Inc Full time

    Job DescriptionThe Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.ResponsibilitiesManage an existing book...

  • Senior Trust Officer

    1 week ago

    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

  • Senior Trust Officer

    1 month ago

    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DEISC's team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent...

  • Senior Trust Officer

    1 week ago

    wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

  • Senior Trust Officer

    1 month ago

    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

  • Institutional Trust Officer

    1 month ago

    Wilmington, United States Piper Companies Full time

    Piper Companies is looking for a Institutional Trust Officer  for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware.Responsibilities for the InstitutionalTrust Officer·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, United States Citizens Financial Group, Inc. Full time

    Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    2 weeks ago

    Wilmington, Delaware, United States International Search Consultants Full time

    Senior Trust Officer OpportunityInternational Search Consultants is partnering with a leading Wealth Management firm to find a Senior Trust Officer for their Trust Company in Wilmington, DE.The ideal candidate will provide support and advice to UHNW Clients on trust and estate administration and planning, serving as a Relationship Manager with high...

  • Trust Administration Officer

    4 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    Job Title: Trust Administration Officer ICity National Bank is seeking a Trust Administration Officer I to join our team. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.Key Responsibilities:Administer personal trust...

  • Senior Trust Officer

    3 weeks ago

    Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, United States Citizens Full time

    Job DescriptionDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust...

  • Senior Trust Officer

    4 weeks ago

    WILMINGTON, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    2 weeks ago

    Wilmington, Delaware, United States Citizens Financial Group, Inc. Full time

    Job SummaryThe Senior Trust Officer is a key member of our Private Wealth team, responsible for advising high net worth clients on their trust and estate administration needs. This role requires a strong understanding of fiduciary concepts, excellent communication skills, and the ability to build and maintain strong client relationships.Key...

  • Institutional Trust Officer

    4 weeks ago

    Wilmington, Delaware, United States Piper Companies Full time

    Piper Companies is seeking a highly skilled Institutional Trust Officer to join their team in Wilmington, Delaware. This is a Full Time, Hybrid position that offers a comprehensive benefit package and a competitive salary range of $90K-$140K based on experience.About the RoleThe successful candidate will be responsible for all aspects of trust...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, Delaware, United States JTC Group Full time

    Job Title: Senior Trust OfficerWe are seeking a highly experienced and detail-oriented Senior Trust Officer to join our Trust and Wealth Management team at JTC Group.Main Responsibilities:Administer a diverse portfolio of complex fiduciary accounts for US domestic and international clients.Ensure superior client service while effectively managing fiduciary...

  • Trust Administration Officer

    2 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.Key...

Trust Officer

2 months ago

WILMINGTON, United States Charles Schwab Full time
Position Type: RegularYour 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 managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients. You will be the primary point of contact for a portfolio of trust accounts and oversee all aspects of trust administration, including distributions, record keeping, and account reviews while working closely with investment advisors, trust beneficiaries, internal financial consultants and various centers of influence within the account relationship.

What you have

Required qualifications:

  • 5 + years of experience in personal trust administration serving as a primary trust professional with an assigned book of business
  • Bachelors degree or equivalent work experience

Preferred qualifications:

  • CTFA
  • Experience with directed trusts
  • Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law
  • 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities


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