Trust Officer
3 weeks ago
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
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