Senior Trust Administration Leader

Charles Schwab; Henderson (NV); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical program

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Henderson, NV is seeking a Senior Team Manager to lead a Personal Trust Administrative Team and manage an assigned book of business, including large family and investment advisor relationships. You will ensure trust accounts are administered in accordance with governing documents and applicable laws, while maintaining strong client service.

The role emphasizes mentorship, compliance, and collaboration with Schwab partners.

Qualifications

• 10 years experience in personal trust administration.
• Bachelor’s degree or higher; CTFA preferred.
• Experience with directed trusts.
• Strong knowledge of trust administration under Delaware and Nevada law.
• Excellent interpersonal and communications skills.

Responsibilities

• Manage, mentor, and coach a team of Trust Officers.
• Personally administer assigned high‑touch trust accounts.
• Interpret legal documents to ensure proper administration.
• Maintain high client service levels with advisors and beneficiaries.
• Prepare and present discretionary distributions memos.
• Coordinate with Schwab partners for research and improvements.
• Provide training to the Administrative Team with the Director.

Skills

Trust administration

Team leadership

Regulatory compliance

Client relationship management

Mentoring

Education

Bachelor's degree or higher

CTFA preferred

Job description

Charles Schwab in Henderson, NV is seeking a Senior Team Manager to lead a Personal Trust Administrative Team and manage an assigned book of business, including large family and investment advisor relationships. You will ensure trust accounts are administered in accordance with governing documents and applicable laws, while maintaining strong client service.

The role emphasizes mentorship, compliance, and collaboration with Schwab partners.