Trust Officer
Position Type:
RegularYour opportunityAt 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 haveRequired
Qualifications:
5
years of experience in personal trust administration serving as a primary trust professional with an assigned book of businessBachelors degree or equivalent work experiencePreferred
Qualifications:
CTFAExperience with directed trustsStrong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada lawSuperior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracyExcellent interpersonal and communication skills and the ability to interface with a variety of peopleHighly motivated and a self-starterIn addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour opportunityAt 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 haveRequired
Qualifications:
5
years of experience in personal trust administration serving as a primary trust professional with an assigned book of businessBachelors degree or equivalent work experiencePreferred
Qualifications:
CTFAExperience with directed trustsStrong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada lawSuperior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracyExcellent interpersonal and communication skills and the ability to interface with a variety of peopleHighly motivated and a self-starterIn addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance.
Estimated Salary: $20 to $28 per hour based on qualifications.
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