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Trust Officer
2 months ago
We are seeking a highly skilled and experienced Trust Officer to join our team at Charles Schwab. As a Trust Officer, you will be responsible for managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients.
Key Responsibilities- Manage a portfolio of trust accounts, including distributions, record keeping, and account reviews
- Oversee all aspects of trust administration, including compliance with legal and regulatory requirements
- Provide exceptional service to clients, including trust beneficiaries and investment advisors
- Work closely with internal financial consultants and centers of influence within the account relationship
- 5+ years of experience in personal trust administration, serving as a primary trust professional with an assigned book of business
- Bachelor's degree or equivalent work experience
- CTFA certification
- 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
At Charles Schwab, we are 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.
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