Trust Settlement Officer

Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).Schwab’s Personal Trust Services organization delivers trust and fiduciary solutions that help clients and beneficiaries navigate important life events with confidence. As a Trust Settlement Officer, you will play a key role in guiding trust settlement activities, helping ensure assets are administered and distributed in accordance with governing documents, fiduciary obligations, and firm procedures.This role requires strong analytical thinking, attention to detail, and decision-making skills to evaluate legal and financial information, manage risk, and resolve complex trust settlement matters. You will collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlement activities, support timely trust closures, and deliver a positive client experience. Success in this role comes from balancing multiple priorities, adapting to changing circumstances, applying sound judgment, and fostering effective relationships while navigating sensitive fiduciary and estate-related situations.What you haveRequired qualifications:Demonstrated experience administering trust accounts and managing fiduciary relationships, typically gained through 5+ years of personal trust administration or related fiduciary experience.Bachelor’s degree or higherStrong knowledge of trust administration principles and practical experience administering trust accountsAbility to read, interpret, and explain wills, trusts, and other legal documentsStrong understanding of estate, gift, and GST tax provisions, including funding formulasDemonstrated ability to manage multiple priorities while maintaining accuracy, documentation quality, and follow-throughStrong communication and interpersonal skills with the ability to work effectively with beneficiaries, estate attorneys, executors, personal representatives, tax partners, and internal stakeholdersPreferred Qualifications:Experience administering trusts governed by Delaware and Nevada lawExperience with inherited IRAs and trusteed IRAsExperience preparing or coordinating estate notices, tax filings, receipt and release documents, and trust termination documentationDemonstrated risk mitigation and decision-making skills when evaluating trust activity, distributions, and fiduciary mattersStrong organizational skills, attention to detail, and problem-solving abilities in a trust, estate, legal, or financial services environmentAbility to collaborate across trust, tax, legal, operations, and client-facing teams while adapting to changing prioritiesSelf-starter with the ability to work independently and contribute to special projects as neededIn addition to the salary range, this role is eligible for bonus or incentive opportunities.#SchwabBTSjobsJob SummaryRequisition ID: 2026-127037Posted Date: 13 hours ago(9/18/2026 2:42 PM)Category: Financial Planning/AdviceSalary Range: USD $85,000.00 - $145,000.00 / YearApplication deadline: 9/25/2026Position Type: Full time