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Trust Officer

2 months ago

Henderson, Nevada, United States Charles Schwab Full time
About the Role

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, ensuring compliance with legal and regulatory requirements
  • Provide exceptional service to clients, serving as the primary point of contact for a portfolio of trust accounts
  • Oversee all aspects of trust administration, including distributions, record keeping, and account reviews
  • Work closely with investment advisors, trust beneficiaries, internal financial consultants, and various centers of influence within the account relationship
Requirements
  • 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
  • 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
What We Offer
  • A competitive salary range
  • Eligibility for bonus or incentive opportunities
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • A supportive culture that empowers employees' personal and professional success