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Specialist, Trust Support

Company: Charles Schwab Corporation
Location: Henderson
Posted on: August 6, 2022

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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