Senior Trust Officer
Company: Charles Schwab
Location: Henderson
Posted on: March 11, 2026
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Job Description:
Position Type: Regular Your opportunity 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 believe
in the importance of in-office collaboration and fully intend for
the selected candidate for this role to work on site in the
specified locations. Applicants must be currently authorized to
work in the United States on a full-time basis without employer
sponsorship. The Senior Trust Officer is responsible for developing
and maintaining relationships with registered investment advisors,
trust beneficiaries, and other interested parties for an assigned
book of business consisting of large family relationships within
the Personal Trust Services Division. The Senior Trust Officer
serves as a mentor & coach to Trust Officers. The Senior Trust
Officer assures compliance with all Bank policies and procedures,
as well as all applicable state and federal banking regulations in
the context of their responsibilities. Key functions include but
are not limited to: - Ensure each trust account is administered in
accordance with applicable laws, regulations, and the terms of the
governing instrument. - Help mentor and coach other Trust Officers
on the team. - Personally administer an assigned book of complex
and/or high touch personal trust accounts. - Interpret legal
documents to ensure that each trust in their assigned book of
accounts is administered in accordance with the terms of each
governing instruments. - Maintain high client service levels
through prompt research and responsiveness to trust beneficiaries
and other centers of influence. - Present discretionary memorandums
for review and approval of the Discretionary Distributions
Committee. - Document directed distributions for the administrative
file and for internal review. - Provide notice of termination for
terminating trusts and process related termination efforts in
accordance with Administrative procedure. - Respond to initial
inquiries from Schwab advisors, third party contacts, and private
individuals regarding both current and future trust prospects. -
Ensure proper receipt of and accounting for miscellaneous assets in
established trust accounts. - Perform Post Acceptance and Annual
administrative account reviews for assigned accounts. - Participate
in special projects as needed. - Provide training and support to
the Administrative Team in coordination with the Director of Trust
Administration What you have - 7 years of experience in personal
trust administration - Bachelor’s degree or higher, CTFA preferred,
or equivalent work experience - Strong knowledge of the principles
of trust administration and practical experience in administering
trusts governed by Delaware and Nevada law, a plus - Experience
with Inherited IRAs and Trusteed IRAs, a plus - Superior
organizational skills and the ability to handle multiple priorities
without sacrificing quality or accuracy - Excellent interpersonal
and communications skills and the ability to deal effectively with
a variety of people - Highly motivated and a self starter In
addition to the salary range, this role is also eligible for bonus
or incentive opportunities. SchwabBTSjobs What’s in it for you At
Schwab, you’re empowered to shape your future. We champion your
growth through meaningful work, continuous learning, and a culture
of trust and collaboration—so you can build the skills to make a
lasting impact. Our Hybrid Work and Flexibility approach balances
our ongoing commitment to workplace flexibility, serving our
clients, and our strong belief in the value of being together in
person on a regular basis. We offer a competitive benefits package
that takes care of the whole you – both today and in the future: -
401(k) with company match and Employee stock purchase plan - Paid
time for vacation, volunteering, and 28-day sabbatical after every
5 years of service for eligible positions - Paid parental leave and
family building benefits - Tuition reimbursement - Health, dental,
and vision insurance
Keywords: Charles Schwab, Spring Valley , Senior Trust Officer, Accounting, Auditing , Henderson, Nevada
