Trust Officer

Position details

• Position Type: Regular
• Location: Hybrid remote in Henderson, NV 89012
• On-site work expectation: The selected candidate is expected to work on site in the specified locations
• Eligibility: Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship

Overview

The Trust Officer will build and sustain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role ensures compliance with all Bank policies and procedures, along with applicable state and federal banking regulations, within its responsibilities. A focus on in-person collaboration is expected, with work performed on site at the designated location.

Responsibilities

• Serve as the primary point of contact for the 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 responses 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 by the Discretionary Distributions Committee.
• Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
• Manage the volume of new accounts through 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 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

• 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
• In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, you’re empowered to shape your future. Growth comes through meaningful work, ongoing learning, and a culture of trust and collaboration, enabling you to build skills that last. The Hybrid Work and Flexibility approach balances a commitment to client service with the value of regular in-person collaboration.

We offer a competitive benefits package that supports your well being today and tomorrow, including:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 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