Trust Officer

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 :

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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.