Finance Jobs in Henderson, NV

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20d ago

Trust Officer

Charles Schwab Henderson, NV Hybrid

Henderson, NV

20d ago

$106k - $140k/yr Full time Advisor Client Relations Client Service

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Job Description

The Trust Officer role at Charles Schwab is a hybrid remote position in Henderson, NV, focused on managing relationships with registered investment advisors and trust beneficiaries while ensuring compliance with bank policies and applicable regulations.

Responsibilities

Serve as the primary point of contact for the assigned book of trust accounts.
Administer each trust in accordance with applicable laws, regulations, and the terms of its governing instrument.
Maintain high client service levels by promptly researching and responding to registered investment advisors, trust beneficiaries, internal financial consultants, and other 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 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.

Requirements

5+ years of experience in personal trust administration as the 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 trust administration principles with practical experience managing trusts governed by Delaware and Nevada law is a plus.
Excellent organizational skills and the ability to manage multiple priorities without compromising quality or accuracy.
Strong interpersonal and communication skills and the ability to interact effectively with a diverse range of people.
Highly motivated, self-starting, and proactive.

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

What’s in it for you

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

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