Top 43 Trustee Jobs in Fort Worth, Tx

Estates Hotline Specialist
Charles Schwab —Westlake, TX
- $26.92 - $40.87 an hour
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
9d
Estates Relationship Specialist
Charles Schwab —Westlake, TX
- $26.92 - $40.87 an hour
- Hybrid work
- Research
- Office
- Finance
- Paid parental leave
- Employee stock purchase plan
9d
Client Experience Associate
Fidelity TalentSource —Westlake, TX
- Temporary
- Microsoft Word
- Microsoft Outlook
- Sales
11d
Foreclosure Legal Assistant
ALAW —Irving, TX
- 8 hour shift
- Remote
- Computer literacy
- Mid-level
- 2 years
- Health savings account
- Health insurance
Quick Apply
Bankruptcy Operations Associate
Insight One Solution LLC —Fort Worth, TX
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Government Affairs Coordinator
Arlington Independent School District —Arlington, TX
- School experience
- Microsoft Outlook
- Customer service
Project Manager
Arlington Independent School District —Arlington, TX
- Clean driving record
- Construction site
- Customer service
Dir of Strategic Communication
ALL SAINTS EPISCOPAL SCHOOL OF FORT WORTH —Fort Worth, TX
- Marketing
- Master's degree
- Analysis skills
Charitable Support Specialist
Fidelity TalentSource —Westlake, TX
- Temporary
- Office
- Bachelor's degree
- Continuous improvement
Senior Portfolio Advisor
Northern Trust Corp. —Fort Worth, TX
- Full-time
- 8 years
- Accounting
- Senior level
Advancement and Donor Relations Coordinator (internal only)
Texas Wesleyan University —Fort Worth, TX
- Mid-level
- 3 years
- University
11d
Charitable Planning Associate
Fidelity TalentSource —Westlake, TX
- $22 an hour
- Email
- Office
- Business development
- Bachelor's degree
Operations Specialist
Fidelity TalentSource —Westlake, TX
- $22 an hour
- Overtime
- Bachelor's degree
- Organizational skills
- Communication skills
Adjunct Faculty
Dallas Baptist University —Dallas, TX
- Classroom
- 18 years or older
- Doctoral degree
Quick Apply
Director of Advancement
ALL SAINTS EPISCOPAL SCHOOL OF FORT WORTH —Fort Worth, TX
- Full-time
- School experience
- Bachelor's degree
- Continuous improvement
Jr. Specialist, Valuation
Resolute Investment Managers —Irving, TX
- Extended hours
- Hybrid work
- CPA
- Research
- Mid-level
- Work from home
Quick Apply
Lead Pastor
The Christian and Missionary Alliance - U.S. Church Ministries —Arlington, TX
- $40,000 a year
- Full-time
- Children
- Senior level
- Health insurance
Manager, Strategic Initiatives
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- 3 years
Chief Financial Officer
Fort Worth Independent School District —Fort Worth, TX
- $220,000 - $260,000 a year
- School experience
- CPA
- 5 years
Default Services Manager
TexasBank —Fort Worth, TX
- Overtime
- Office
- Mentoring
- Contracts
Quick Apply

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trustee jobs near fort worth, tx

Estates Hotline Specialist

Charles Schwab -
Westlake, TX

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Job Details

$26.92 - $40.87 an hour
9 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
On-the-job training
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Client rapport building
Client inquiry handling
De-escalation techniques
Conflict de-escalation
Emotional safety support

Full Job Description

Westlake, TX

Requisition ID 2026-124413 Category Operations Position type Regular Pay range USD $26.92 - $40.87 / Hour Application deadline 2026-08-04

Your opportunity

At Schwab, you’re empowered to make an impact—on your career, your clients, and the quality of service we deliver every day. As part of our specialized Estate Services team, you’ll guide trustees, executors, and heirs, as well as attorneys, and internal partners, through Estate and Divorce processes with clarity, empathy, and sound judgment. Rooted in our culture of integrity, professionalism, and “One Schwab” collaboration, this role places you at the center of meaningful client moments—helping individuals navigate sensitive life events while ensuring accuracy, compliance, and forward momentum.

In this role, you'll primarily support inbound callers, providing clear explanations of requirements, reviewing and interpreting Estate-related materials, and helping clients understand next steps. You’ll active listening and emotional intelligence to uncover underlying needs, mitigate risk by ing state regulations and business rules, and partner with internal processing teams to ensure timely and accurate resolution. Drawing on curiosity, critical thinking, and professionalism, you’ll navigate gray areas, resolve escalations, and contribute to a positive experience that strengthens long-term loyalty.

You’ll deepen your expertise through comprehensive on-the-job training, learning how to interpret documentation, assess complex scenarios, and structured decision-making in a way that builds client confidence.

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.

What you have

Our job postings highlight the skills needed to perform in the role and the capabilities you’ll use daily to deliver meaningful client outcomes.

Required Qualifications

Minimum 1-year operational experience in call center, legal or financial services including brokerage, banking, legal/paralegal, or research.
Bachelor’s degree in finance, economics, business administration, or equivalent work experience.
Ability to understand client needs by listening for both what is said and what may be underlying, and responding with clarity that helps clients feel supported during sensitive moments.
A steady, composed approach when conversations become emotionally charged, helping guide interactions toward resolution in a professional and reassuring manner
Comfort working through detailed documents and processes with care, ensuring information is captured, interpreted, and applied accurately.
The ability to learn and new information quickly, incorporating feedback into your work and adapting your approach as expectations or requirements shift.
Confidence navigating systems, tools, and workflows to interpret requirements and translate complex information into clear next steps for clients and internal partners.
A thoughtful communication style that helps de-escalate concerns, brings clarity to complex or ambiguous situations, and builds trust through calm, measured guidance.

Preferred Qualifications

Active Series 7 & 63 licenses (preferred, not required).
Experience interpreting legal documents or working with Estates distribution preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

trustee jobs in fort worth, tx

Estates Hotline Specialist

Estates Relationship Specialist

Client Experience Associate

Foreclosure Legal Assistant

Bankruptcy Operations Associate

Government Affairs Coordinator

Project Manager

Dir of Strategic Communication

Charitable Support Specialist

Senior Portfolio Advisor

Advancement and Donor Relations Coordinator (internal only)

Charitable Planning Associate

Operations Specialist

Adjunct Faculty

Director of Advancement

Jr. Specialist, Valuation

Lead Pastor

Manager, Strategic Initiatives

Chief Financial Officer

Default Services Manager

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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