Trust Support Team Lead
Trust Support Team Lead
Charles Schwab
Henderson, NV
Job ID : 374f2f7156306c376c6746332b4e4b2f45673d3d
Job Description :
Your Opportunity
Schwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, advised trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing.
This position is a leadership role responsible for supporting management and oversight responsibilities of a support team within Personal Trust Services. The Team Lead will act as a player/coach, for the Trust Transition and Support Team. The team works directly with internal business partners and external clients to ensure trustee’s duties of asset custody and record keeping are supported accurately and efficiently. They are also responsible for developing team members for future growth opportunities within Charles Schwab.
This position is responsible for supporting processes and key risk items to confirm team members perform daily functions as defined in procedures. The team lead contributes to the daily tasks assigned and supports the team manager with creating a high functioning team that performs efficiently and accurately, and collaborates thoughtfully and intentionally. They are also responsible for identifying and implementing process efficiencies, and handling risk.
Schwab follows the three lines of defense model of risk governance. The team lead is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab’s enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the context of their responsibilities.
What you are good at
Leading, developing, and mentoring team members to ensure accuracy, timeliness, quality and compliance to all policies and procedures.- Supporting various trust services offered by Charles Schwab Investor Services and Charles Schwab Advisor Services by partnering and collaborating with Trust Services Consulting, Administration, investment advisors, and prior trustees to provide exceptional customer service to both retail and institutional clients.
- Partnering with stakeholders including business development teams, trust administration, operations, and service to ensure the products are meeting expectations of our business partners and end clients
- Actively leading and/or participating in special projects and initiatives in the spirit of innovation, collaboration, and community.
- Helping to drive the strategic vision for PTS by proactively finding opportunities to improve process flow and eliminate duplications.
- Providing oversight and required evidence of supervision for key processes
- Assisting with management of internal and external audits.
- Ensuring team members align with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program
What you have
3-5 years of experience in banking or financial industry, including customer service experience- Bachelor’s degree or equivalent work experience required
- CTFA preferred
- A valid and active FINRA Series 7,63, 9, 10 a plus
- Understanding of personal trust products and trust administration concepts
- Highly client-oriented with shown experience in handling escalations
- Creative problem solver with strong problem-solving ability
- Strong analytical skills, ability to research problems, resolve root causes and solutions
- Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
- Excellent communications skills and the ability to successfully deal with a variety of people
- Flourishes with initiating, building, and encouraging strong authentic relationships inside and outside the group; highly reciprocal; navigates and activates alignment across organizational silos
- Highly motivated and a self-starter
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
Company Details :
Name : Charles Schwab
CEO : Walt Bettinger II
Headquarter : Westlake, TX
Revenue : $10+ billion (USD)
Size : 10000+ Employees
Type : Company - Public
Primary Industry : Investment & Asset Management
Sector Name : Financial Services
Year Founded : 1973
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Details
: Henderson, NV
: 53422 - 72256 USD ANNUAL
: Today
