Trust Officer
Company: Charles Schwab
Location: Wilmington
Posted on: April 16, 2025
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Job Description:
Position Type: RegularYour opportunityAt 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 are
seeking a diligent and experienced Trust Officer to join our team.
The Trust Officer will be responsible for the professional
administration of a book of assigned trust accounts, ensuring
compliance with bank policies and procedures; as well as, legal and
regulatory requirements, all while providing exceptional service to
clients. You will be the point of contact for a portfolio of trust
accounts and oversee all aspects of trust administration,
including, but not limited to: effectively establishing and
maintaining strong client relationships, accurately interpreting
and applying trust provisions, documenting and carrying out
distributions, providing sound record keeping, and completing
timely account reviews, while working closely with investment
advisors, trust beneficiaries, internal partners and various
centers of influence within the account relationship. What you
haveRequired qualifications:
What's in it for youAt 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 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 that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Bayonne , Trust Officer, Other , Wilmington, New Jersey
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