Trust Settlement Officer

Charles Schwab • Wilmington, DE • 1h 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 delivers trust and fiduciary solutions that help clients and beneficiaries navigate important life events with confidence. As a Trust Settlement Officer, you will play a key role in guiding trust settlement activities, helping ensure assets are administered and distributed in accordance with governing documents, fiduciary obligations, and firm procedures.

This role requires strong analytical thinking, attention to detail, and decision-making skills to evaluate legal and financial information, manage risk, and resolve complex trust settlement matters. You will collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlement activities, support timely trust closures, and deliver a positive client experience. Success in this role comes from balancing multiple priorities, adapting to changing circumstances, applying sound judgment, and fostering effective relationships while navigating sensitive fiduciary and estate-related situations.

What you have

Required qualifications:

Demonstrated experience administering trust accounts and managing fiduciary relationships, typically gained through 5+ years of personal trust administration or related fiduciary experience.

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

Demonstrated risk mitigation and decision-making skills when evaluating trust activity, distributions, and fiduciary matters

Strong organizational skills, attention to detail, and problem-solving abilities in a 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 with the ability to work independently and contribute to special projects as needed

In addition to the salary range, this role is 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 (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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.

Go to Apply

Hayward Baker Inc. • Berwyn, PA • 1d ago

Management & Administrative

Company Logo Overview Keller is the world leader in geotechnical construction and deep foundations. With a North American presence of over 100 years, we operate as the market leader with over 50 offices throughout the US...

1d ago

Go to Apply

SENIOR CUSTOMER SERVICE ASSOCIATE

Goodwill Industries of Southern New Jersey and Phi • Sewell, NJ • 1d ago

Management & Administrative

Salary Range $18.00 - $18.00 Hourly Travel Percentage None Description SPECIFIC DUTIES Follow all Goodwill policies and safety procedures. Must possess professional etiquette. Successfully process register transactions,...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)