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Charles Schwab · 1 day ago

Trust Officer

Henderson, NV

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a leading financial services company that empowers employees to make a significant impact on their careers. The Trust Officer role involves developing and maintaining relationships with registered investment advisors and trust beneficiaries while ensuring compliance with banking regulations and high client service levels.

Financial Services

No H1B

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

Qualification

Personal trust administrationTrust administration principlesDirected trusts experienceCTFA certificationInterpersonal skillsOrganizational skillsSelf-motivated

Required

5+ years experience in personal trust administration serving as primary trust professional with an assigned book of business

Bachelor's degree or higher, 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

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship