Senior Trust Settlement Specialist

Charles Schwab Corporation

Brookmeade (DE)

On-site

USD 90,000 - 120,000

Full time

9 days ago

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Job summary

Charles Schwab Corporation in Brookmeade, Delaware, is seeking a Trust Settlement Officer to guide trust settlement activities and ensure assets are administered and distributed in accordance with governing documents and fiduciary obligations.

The role requires strong analytical thinking, attention to detail, and the ability to collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to support timely trust closures and deliver a positive client

Qualifications

5+ years of personal trust administration or related fiduciary experience.
Bachelor’s degree or higher.
Strong knowledge of trust administration principles.
Ability to read, interpret, and explain wills, trusts, and legal documents.
Understanding of estate, gift, and GST tax provisions.
Ability to manage multiple priorities with accuracy and documentation.
Strong communication with beneficiaries, attorneys, and internal partners.

Responsibilities

Guide trust settlement activities and ensure assets are administered and distributed per governing documents and fiduciary obligations.
Collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlements and support timely closures.
Balance priorities, apply sound judgment, and foster relationships while navigating fiduciary and estate matters.