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.
We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible for managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients. You will be the primary point of contact for a portfolio of trust accounts and oversee all aspects of trust administration, including distributions, record keeping, and account reviews while working closely with investment advisors, trust beneficiaries, internal financial consultants and various centers of influence within the account relationship.
Required qualifications:
Preferred qualifications:
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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0 Trust Officer jobs found in Saint George, UT area