Senior Trust Settlement Specialist

Charles Schwab; Wilmington (DE); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Trust Settlement Officer to guide trust settlements, ensuring assets are administered per governing documents and fiduciary obligations. The role requires strong analytical thinking, attention to detail, and the ability to navigate complex fiduciary matters on-site in Delaware.

You will collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlements and support timely closures, balancing priorities with

Qualifications

• Demonstrated experience administering trust accounts and managing fiduciary relationships.
• Reading, interpreting, and explaining wills, trusts, and other legal documents.
• Strong knowledge of estate, gift, and GST tax provisions and funding formulas.
• Ability to balance multiple priorities while maintaining accuracy and thorough documentation.

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 settlement activities and support timely trust closures.
• Deliver a positive client experience while navigating sensitive fiduciary and estate-related situations.

Skills

Trust administration

Reading legal documents

Fiduciary relationships

Attention to detail

Education

Bachelor’s degree or higher

Job description

Charles Schwab is seeking a Trust Settlement Officer to guide trust settlements, ensuring assets are administered per governing documents and fiduciary obligations. The role requires strong analytical thinking, attention to detail, and the ability to navigate complex fiduciary matters on-site in Delaware.

You will collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlements and support timely closures, balancing priorities with