Trust Administration Team Lead
2 days ago
At Charles Schwab, we empower our employees to make a meaningful impact on their careers. Our innovative culture combines creative problem-solving with a passion for excellence, driving us to challenge the status quo and transform the finance industry together.
Our mission is to deliver a world-class experience for our clients, enabling them to achieve their financial goals. As a key member of the Trust Administration team, you will play a vital role in supporting Charles Schwab Trust Bank. Your responsibilities will include ensuring the proper administration of Trust Bank retirement accounts, conducting thorough documentation and due diligence, and collaborating with our Legal and Compliance departments to ensure regulatory compliance.
This role offers a unique opportunity to make a significant impact, overseeing a small team and providing guidance, oversight, and support. You will have the chance to work closely with our business partners, presenting opportunities for exposure within the firm and the ability to drive meaningful change.
What You'll Bring
Required Qualifications:
- Experience with ERISA, fiduciary oversight for retirement accounts, trust administration, or related bank regulatory experience in the financial services industry
- 3+ years of people management experience
- Proficiency in MS Office products, with a strong emphasis on Excel (v-lookups, pivot tables, if-then statements, formulas)
- Excellent organizational skills
- Ability to work efficiently in multiple work streams within multiple business teams
- Effective time management skills with the ability to meet strict deadlines
- The ability to think and work independently; self-starter
- Strong presentation skills
- Comfort level and ability to communicate well with all levels of leadership
- Familiarity with productivity measurement software (such as Enlighten)
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