Trust Officer Job at Charles Schwab, Henderson, NV

T1FWeURYNmZvOU5KUDRiandDemRkcmU2V2c9PQ==
  • Charles Schwab
  • Henderson, NV

Job Description

Job Description

Position Type: RegularYour 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

Rowan College at Burlington County

Esports Program Coordinator Job at Rowan College at Burlington County

 ...Esports Program Coordinator Print ( Apply Esports Program Coordinator Salary $25.00 Hourly Location Mount Laurel, NJ Job Type Part Time Job Number 01169 Department Science, Technology, Engineering and Mathematics Opening Date... 

First Student

School Bus Driver Job at First Student

 ...Job Description Job Description First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco... 

Intex Recreation Corp.

Copywriter Job at Intex Recreation Corp.

 ...Conduct A/B testing and refine copy based on results Edit and proofread for grammar, tone, and brand alignment Collaboration &...  ...style consistency. ~ Familiarity with e-commerce platforms and online marketplaces (preferred). ~ Knowledge of graphic design principles... 

Restaurant Associates

DIRECTOR OF COMMUNICATIONS Job at Restaurant Associates

 ...Job Description Job Description DIRECTOR OF COMMUNICATIONS Salary:$115000 - $125000 Other Forms of Compensation: 20% annual bonus Become part of Restaurant Associates, the industrys leading provider of dining and event catering for some of the nation... 

Sugarbush Resort

Experienced Lift Maintenance Mechanic *$2,000 Sign-on Bonus* Job at Sugarbush Resort

 ...SUMMARY: Sugarbush Resort is seeking Experienced Lift Maintenance Technicians to join our Mountain Operations team. Lift Maintenance Mechanics ensure the safety and reliability of our lifts by monitoring, maintaining and repairing lift equipment in accordance with all...