Trust Officer Charles Schwab
Overview
Lead Trust Officer at Schwab Philadelphia based onsite position overseeing trust accounts and managing client relationships. Responsible for ensuring compliance and providing high service levels while supporting senior staff and junior colleagues.
What You'll Do5
- 1Develop and maintain relationships with registered investment advisors and trust beneficiaries
- 2Ensure compliance with bank policies and applicable state and federal regulations
- 3Serve as primary point of contact for assigned trust accounts
- 4Present discretionary memoranda for review and approval of the Discretionary Distributions Committee
- 5Manage volume of new accounts through post acceptance administrative review process
Requirements5
- 15+ years experience in personal trust administration serving as primary trust professional with an assigned book of business
- 2Strong knowledge of trust administration principles and experience administering trusts governed by Delaware and Nevada law
- 3Bachelor’s degree or higher
- 4CTFA preferred or equivalent work experience
- 5Superior organizational skills and ability to handle multiple priorities without sacrificing quality or accuracy
Salary Insight
$85 - $145k per year
Location
Required Skills
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