Salary: USD $42,500 - $68,000 / Year
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.
Schwab's Personal Trust Services ("PTS") organization provides personal trust products and services to Schwab's clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing.
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The Specialist, Trust Transition and Support is responsible for supporting trustees with reporting and record-keeping requirements. The job requires both direct contact with internal and external clients and operational work that facilitates the completion of the trustees' requests. Main functions include opening and conditioning new accounts, reconciling of the trust accounting system and broker dealer system, transfer of assets, and updating account information as requested by the authorized party.
Schwab follows the three lines of defense model of risk governance. The Specialist, Trust Transition and Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab's enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the context of their responsibilities.
Unleash your expertise: what you're good at
- Highly client oriented with demonstrated experience in client servicing and relationship management
- Prioritizing, managing, and processing complex requests to ensure items are completed within established time frames
- Providing superior follow-up, along with excellent interpersonal, verbal, and written communication skills
- Attention to detail and accuracy in data input
- Working in a team setting to service client needs efficiently and effectively
- Anticipating potential risk issues and escalating as needed
- Complying with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program
What you have
Required Qualifications:
- 2-3 years of experience in banking or the financial industry, including customer service experience
- Bachelor's degree or equivalent work experience required
- Understanding of personal trust products and trust administration concepts
Preferred Qualifications:
- Highly client-oriented with demonstrated experience in client management
- Creative thinker with strong problem-solving ability
- Excellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on status
- Ability to communicate effectively to varying levels across the organization and build strong partnerships
- Must be team oriented with the ability to collaborate with peers and leaders
- Excellent organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines
- Ability to embrace change and innovation
- Comfortable in a dynamic and fast-moving work environment
- Positive attitude and strong work ethic with high level of integrity and ethics
- Ability to perform in-office responsibilities, as needed - printing checks, making local deposits, etc.
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What's in it for you
At 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 Hybrid Work and Flexibility 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 benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 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