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
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.
Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home today and in the future.
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