Senior Trust Settlement Officer | Complex Estates (Hybrid)
Charles Schwab
Charles Schwab is seeking a Trust Settlement Officer to guide the settlement process after a grantor or beneficiary death, ensuring assets are collected and distributed per documents and firm procedures. You will coordinate tax activities, beneficiary communications, and distribution planning, working with attorneys, executors, and internal teams to support timely closures with accuracy and fiduciary care. #J-18808-Ljbffr Charles Schwab
Vacancy posted 1 day ago
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