Trust Officer

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.

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 trust accounts and oversee all aspects of trust administration, including distributions, record keeping, and account reviews. You will work closely with investment advisors, trust beneficiaries, internal financial consultants, and other stakeholders involved in the account relationships.

Required qualifications :

Preferred qualifications :

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

"Own Your Tomorrow" embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

We offer a competitive and flexible benefits package designed to empower you today and in the future. Our goal is to help you balance work and life, now and later.