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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.
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 managementPrioritizing, 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 inputWorking in a team setting to service client needs efficiently and effectivelyAnticipating potential risk issues and escalating as neededComplying with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program What you haveRequired Qualifications:
2-3 years of experience in banking or the financial industry, including customer service experienceBachelor’s degree or equivalent work experience requiredUnderstanding of personal trust products and trust administration conceptsPreferred Qualifications:
Highly client-oriented with demonstrated experience in client managementCreative thinker with strong problem-solving abilityExcellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on statusAbility to communicate effectively to varying levels across the organization and build strong partnershipsMust 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 deadlinesAbility to embrace change and innovationComfortable in a dynamic and fast-moving work environmentPositive attitude and strong work ethic with high level of integrity and ethicsAbility to perform in-office responsibilities, as needed – printing checks, making local deposits, etc.#bank
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