Trust Officer Job at Charles Schwab, Henderson, NV

UDFMV0FwZ1JWb01GaVdwUjlRUDlIc1phZFE9PQ==
  • Charles Schwab
  • Henderson, NV

Job Description

Position Type: Regular

Your 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 believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations .

 

 

The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

 

  • Serve as primary point of contact for assigned book of trust accounts.
  • Ensure each trust account is administered in accordance with applicable laws, regulations, and the terms of its governing instrument.
  • Maintain high client service levels through prompt research and response to registered investment advisors, trust beneficiaries, internal financial consultants, and various centers of influence in the account relationship.
  • Present discretionary memorandums for review and approval of the Discretionary Distributions Committee.
  • Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
  • Manage volume of new accounts through completion of the post acceptance administrative review process.
  • Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
  • Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects.
  • Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
  • Participate in special projects as needed.
  • Provide support to the Senior Trust Officer and Director.
  • Provide training and support to junior staff.

What you have


Required Qualifications:

  • 5+ years experience in personal trust administration serving as primary trust professional with an assigned book of business
  • Experience with directed trusts preferred
  • Bachelor’s degree or higher, CTFA preferred, or equivalent work experience
  • Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus
  • Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
  • Excellent interpersonal and communications skills and the ability to deal effectively with a variety of people
  • Highly motivated and a self starter

#SchwabBTSjobs

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

Job Tags

Work experience placement, Work at office,

Similar Jobs

Conduent State & Local Solutions, Inc

Call Center Representative Job at Conduent State & Local Solutions, Inc

 ...culture where individuality is noticed and valued every day. \n Call Center Representative Onsite in San Antonio, TX \n Address: 2822...  ...wage. Please take this into consideration when applying\n Shift differentials: $1.50 extra per hour for shifts between 6 PM-6... 

Flowly Solutions

Warehouse Packager Job at Flowly Solutions

 ...Flowly Solutions is actively hiring for multiple warehouse packager positions with our logistics team. The schedule for these roles...  ...to move packages and stand on your feet for extended periods of time. The work day will be spent processing orders and preparing them... 

TRG Management Company LP

Maintenance Technician - Gallery Marti Park (Miami) Job at TRG Management Company LP

 ...Maintenance Technician - Gallery Marti Park TRG Management, a premier Property Management Company experienced with all types of housing, including mid-rises, high-rises, luxury rentals, and single-family. Today we manage approximately 20,000 units across several states... 

Allied Universal®

Security Officer Flex - Residential Site Patrol Job at Allied Universal®

 ...Job Description Allied Universal, North Americas leading security and facility services company, provides rewarding careers that...  ...time positions! As a Security Officer Flex - Residential Site Patrol in Sarasota, FL , you will serve and safeguard clients in a... 

Access Healthcare

Travel Endoscopy Registered Nurse Job at Access Healthcare

 ...Job Description Access Healthcare is seeking a travel nurse RN Special Procedures for a travel nursing job in Spartanburg, South Carolina. Job Description & Requirements ~ Specialty: Special Procedures ~ Discipline: RN ~ Start Date: 09/29/2025~ Duration...