Specialist, Trust Support
Company: Charles Schwab Corporation
Location: Henderson
Posted on: August 6, 2022
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Job Description:
Your OpportunitySchwab'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 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 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.Workplace Flexibility Program:We're proud to
support our employees in a working approach that allows you to
bring your best self to work - whether that's in the office or
remote. Most Schwabbies have the opportunity to voluntarily work in
the office or at home based on their preference When the firm is
ready to fully return to the office, employees will have the
flexibility of a hybrid work environment, spending some time
working remote and some time in the office. Employees and managers
can discuss and decide what works best for them, with additional
flexibility available based on their role, business needs, and
individual circumstances. Subject to change as Schwab is
continually evaluating the current environment in order to best
care for the safety and well-being of our employees.What you are
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 ProgramWhat you have 2-3 years of
experience in banking or financial industry, including customer
service experience Bachelor's degree or equivalent work experience
required 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 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.Colorado CompensationTarget Total Compensation
$49,600.00/$74,500.00Your actual pay will be based on your skills
and experience -- talk with your recruiter to learn more
Keywords: Charles Schwab Corporation, Henderson , Specialist, Trust Support, Other , Henderson, Nevada
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