Trust Officer
Your Opportunity
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 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 have
Required qualifications:
- 5 + years of experience in personal trust administration serving as a primary trust professional with an assigned book of business
- Bachelors 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
- 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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
What you are good at
What you have
Required qualifications:
- 5 + years of experience in personal trust administration serving as a primary trust professional with an assigned book of business
- Bachelors 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
- 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.