Trust Settlement Officer

Charles Schwab • Wilmington, DE • 1d ago

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 location(s).

Schwab's Personal Trust Services organization provides personal trust products and services to Schwab clients, including individual investors, beneficiaries, registered investment advisors, and corporate fiduciaries. As a Trust Settlement Officer, you will play a meaningful fiduciary role in helping guide the trust settlement process after the death of a grantor or beneficiary, ensuring assets are collected, reviewed, documented, and distributed in alignment with governing documents, applicable requirements, and firm procedures.

In this role, you will manage complex settlement activities that require sound judgment, careful interpretation of legal documents, strong organization, and clear communication with beneficiaries, estate attorneys, executors, personal representatives, tax partners, trust officers, and internal teams. Your ability to assess information, solve problems, prioritize competing deadlines, and collaborate across stakeholders will directly support timely trust closures, accurate administration, and a positive client and beneficiary experience.

You will also help coordinate tax-related activities, beneficiary communications, distribution planning, receipt and release documentation, discretionary memorandums, account reviews, asset disposition, and other trust termination efforts. Success in this role requires adaptability, accountability, attention to detail, and a service-oriented mindset as you navigate sensitive family, legal, tax, and fiduciary matters with professionalism and care.

What you have

Required qualifications:

5+ years of experience in personal trust administration or legal estates practice

Bachelor's degree or higher

Strong knowledge of trust administration principles and practical experience administering trust accounts

Ability to read, interpret, and explain wills, trusts, and other legal documents

Strong understanding of estate, gift, and GST tax provisions, including funding formulas

Demonstrated ability to manage multiple priorities while maintaining accuracy, documentation quality, and follow-through

Strong communication and interpersonal skills with the ability to work effectively with beneficiaries, estate attorneys, executors, personal representatives, tax partners, and internal stakeholders

Preferred qualifications:

Experience administering trusts governed by Delaware and Nevada law

Experience with inherited IRAs and trusteed IRAs

Experience preparing or coordinating estate notices, tax filings, receipt and release documents, and trust termination documentation

Ability to apply sound decision-making and risk mitigation practices when reviewing trust activity, distribution plans, asset disposition, and fiduciary matters

Strong organization, attention to detail, and problem-solving skills in a complex trust, estate, legal, or financial services environment

Ability to collaborate across trust, tax, legal, operations, and client-facing teams while adapting to changing priorities

Self-starter mindset with the ability to move work forward independently and support special projects as needed

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

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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

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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