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Director, Trust Counsel

Company: Charles Schwab Corporation
Location: Henderson
Posted on: May 3, 2021

Job Description:

We are recruiting for a newly-created, mission-critical Director, Senior Corporate Trust Counsel, with demonstrated legal proficiency in trust and estate matters and capable of assisting with the growth and operation of the varied businesses of several Schwab trust affiliates. The Charles Schwab Trust Company is a rapidly growing Nevada trust company that provides a full service trust offering providing for administration and investment of trust assets that supports and compliments our broader retail branch network and Investor Services organization. Charles Schwab Trust Company of Delaware serves as administrative trustee for trusts whose investments are independently handled by third party independent investment advisory firms.You will provide legal support to the day to day business activities of Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware. This will include:Providing trust and estate expertise on trust, estate, tax and fiduciary issues affecting new and existing trust relationships.Providing day-to-day mentorship to trust officers and administrators on acceptance and ongoing administration of trust relationships.Reviewing trust documents and preparing appointment, acceptance and resignation paperwork for trust relationships.Working with Trust Administration to provide legal interpretations of trust documents and respond to questions from Trust grantors or beneficiaries.Attending presentations to prospective clients.Assisting with managing litigation and threatened litigation or complaints, including managing outside counsel.Collaborating with Schwab’s broader legal, compliance, risk and audit groups.Conducting research and participating in industry association meetings to stay ahead of relevant legal and regulatory developments.Technical/Functional Qualifications:JD degree from an accredited law school.Admitted to the Bar in at least one U.S. jurisdiction.5 plus years of professional experience as a practicing attorney in a law firm specializing in estate and trust matters or in-house experience with a bank, trust company or wealth management firm supporting a personal trust or wealth management business.Preferred Qualifications:Detailed knowledge of Estate Planning and Trust Administration including a high level knowledge of all Federal and State tax implications as vital to support a multistate trust business;Drafting and document review skills for Trusts and related Estate Planning documentation;Solid research skills and the ability to formulate solid legal advice and strategies related to the establishment and administration of trust relationships under the law of any state as needed to support a multistate trust business;The ability to recognize and mitigate legal risks related to the onboarding and administration of trust relationships administered by the Charles Schwab Trust Company;Familiarity with Delaware Trust law relating to the establishment and administration of directed trust relationships is a plus;Knowledge of State and Federal bank regulatory requirements applicable to corporate trustees and the operation of a personal trust business is a plus;Experience or a general familiarity with the business operations of a broker/dealer is a plus;Strong organizational and communications skills; andExcellent communication skills and the ability to interact with all levels of staff including senior management as well as trust grantors and beneficiaries and their legal representatives.

Keywords: Charles Schwab Corporation, Henderson , Director, Trust Counsel, Other , Henderson, Nevada

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