Top 137 Trustee Jobs in Westlake, Tx

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
4d
Learning Experience Designer
Fidelity Investments —Westlake, TX
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
Client Experience Associate
Fidelity TalentSource —Westlake, TX
- Temporary
- Microsoft Word
- Microsoft Outlook
- Sales
6d
Customer Service - Bank
Charles Schwab —Westlake, TX
- $26.92 - $40.87 an hour
- Hybrid work
- Research
- Office
- Finance
- Paid parental leave
- Employee stock purchase plan
15h
Specialist, Brokerage Service Representative – 401k and HSA
Charles Schwab —Westlake, TX
- $28.85 - $33.65 an hour
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health savings account
4d
Adjunct Faculty
Dallas Baptist University —Dallas, TX
- Classroom
- 18 years or older
- Doctoral degree
Quick Apply
Charitable Support Specialist
Fidelity TalentSource —Westlake, TX
- Temporary
- Office
- Bachelor's degree
- Continuous improvement
Executive Director of Finance
Keller ISD —Keller, TX
- Full-time
- School experience
- CPA
- Office
4d
Coordinator of North Texas Adult Education & Literacy (NTAEL)
Denton Independent School District —Denton, TX
- $78,915 a year
- Extended hours
- Microsoft Word
- Spanish
- Microsoft Excel
Vice President of Default Servicing
Consolidated Analytics —Irving, TX
- $135,000 - $220,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
10d
Legal Assistant - Foreclosure
Tromberg, Miller, Morris & Partners, PLLC —Plano, TX
- $21 - $24 an hour
- 8 hour shift
- Microsoft Outlook
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
IMPACT Counselor Pool (Secondary) - 2026-27 School Year
Denton Independent School District —Denton, TX
- $66,239 a year
- Full-time
- LMFT
- Classroom
- Addiction Medicine
Special Education FLS Teacher Pool, Thrive Program - 2026-27 School Year
Denton Independent School District —Denton, TX
- Full-time
- School experience
- Classroom
- Teaching Certification
Charitable Planning Associate
Fidelity TalentSource —Westlake, TX
- $22 an hour
- Email
- Office
- Business development
- Bachelor's degree
Executive Director of Development, Corporate and Foundation Relations
University of North Texas —Denton, TX
- $150,000 - $160,000 a year
- Weekends as needed
- Hybrid work
- University
- Bachelor's degree
- Driving
Adapted PE Teacher
Denton Independent School District —Denton, TX
- Full-time
- School experience
- Classroom
- Teaching Certification
Special Education Teacher - Functional Life Skills (FLS)
Denton Independent School District —Denton, TX
- Full-time
- Classroom
- Heavy lifting
- Experience working with individuals with disabilities
13d
Manager, Strategic Initiatives
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- 3 years
Special Education Music Therapist - General Interest
Frisco ISD —Frisco, TX
- Full-time
- Classroom
- Mid-level
- Bachelor's degree
Payroll-Human Resources Compensation Analyst (2026-2027)
Coppell ISD —Coppell, TX
- School experience
- Writing skills
- Research

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trustee jobs near westlake, tx

Estates Relationship Specialist

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$26.92 - $40.87 an hour
4 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

Customer communication
Client inquiry handling
Research
Financial regulatory compliance
Research regulatory compliance
Legal compliance
Technical Proficiency

Full Job Description

Westlake, TX

Requisition ID 2026-124435 Category Operations Position type Regular Pay range USD $26.92 - $40.87 / Hour Application deadline 2026-07-30

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.

As an Estates Relationship Specialist, you own and resolve estate cases end to end by reviewing and processing legal documentation, mitigating financial and legal risk, and guiding clients, attorneys, and internal partners through estate-related inquiries. You deliver accurate, empathetic, and client-focused service primarily through phone, email, and written communications while completing detailed processing work within internal systems. The role requires thorough data gathering and research, attention to detail, and sound judgment to ensure compliance with policies, procedures and regulatory requirements. You effectively manage time and workload, navigate multiple systems, collaborate closely with colleagues, and take initiative to move cases forward. Through continuous learning and openness to feedback, you contribute to high-quality outcomes for clients and ongoing improvement for the team.

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 related area (will consider relevant work experience)
and retain new information and skills with an emphasis on understanding state regulations and limits
Ability to communicate clearly and effectively with clients and internal partners by actively listening, asking thoughtful questions, and conveying information in a way that supports understanding
Follows established processes and workflows to ensure thoroughness while tracking open items and following through on commitments made to clients
Comfort with running multiple programs on dual monitors while remaining organized and efficient. Familiarity with technical programs/systems and ability to learn and adjust to new systems
Identifies the information needed to clarify a client’s issue, asks clear and thoughtful questions to gather accurate details, confirms understanding, and uses the information collected to determine appropriate next steps or resolutions
Desire for continuous improvement and openness to feedback and coaching

Preferred Qualifications:

Active Series 7 & 63 licenses
1-2 years’ experience working with estates distribution or retirement topics.

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 westlake, tx

Estates Relationship Specialist

Learning Experience Designer

Client Experience Associate

Customer Service - Bank

Specialist, Brokerage Service Representative – 401k and HSA

Adjunct Faculty

Charitable Support Specialist

Executive Director of Finance

Coordinator of North Texas Adult Education & Literacy (NTAEL)

Vice President of Default Servicing

Legal Assistant - Foreclosure

IMPACT Counselor Pool (Secondary) - 2026-27 School Year

Special Education FLS Teacher Pool, Thrive Program - 2026-27 School Year

Charitable Planning Associate

Executive Director of Development, Corporate and Foundation Relations

Adapted PE Teacher

Special Education Teacher - Functional Life Skills (FLS)

Manager, Strategic Initiatives

Special Education Music Therapist - General Interest

Payroll-Human Resources Compensation Analyst (2026-2027)

I want to receive the latest job alert for trustee in westlake, tx

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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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