Specialist, Trust Support

ciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing.

The Specialist, Trust Account Support is responsible for supporting trustees with reporting and record-keeping requirements. The job requires both direct contact with internal business partners and external clients and operational activities to complete the trustees' requests. Main functions include establishing accounts, the gathering and record-keeping of assets, and updating account information as requested by the authorized party. Tasks can be among any PTS product/service and may be client facing or back office.

Schwab follows the three lines of defense model of risk governance. The Specialist, Trust Account 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

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Qualifications

• 2-3 years of experience in banking or financial industry, including customer service experience

• Bachelor's degree or equivalent work experience required

• Current working experience with Schwab systems and processes

• CTFA desired

• Understanding of personal trust products and trust administration concepts desired

• 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

• 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, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics

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. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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