Job Description

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Your opportunity

The purpose of the Asset & Account Maintenance team within Trust and Custody Services is to own the setup and maintenance of company sponsored retirement plans requested through the Retirement Business Services and Retirement Plan Services channels. The operations specialist will utilize numerous applications for processing mutual fund-related activities and account opening/maintenance for various retirement plan products. Candidate will be responsible for multiple functions including reviewing assets for availability, analyzing plan documents, performing plan maintenance, and setting up accounts in accordance with department procedures. Successful candidate will cross-train to back up co-workers and process requests with a primary emphasis on accuracy. Candidate will need to prioritize multiple tasks effectively while maintaining continuous communication with management and other internal business partners. Candidate will also be responsible for numerous quality control processes and training team members on various functions, while analyzing process and procedure for accuracy and efficiency.

What you are good at:

• Ability to work and adapt in a fast-paced operational environment
• Focused candidate with the ability to quickly learn and identify process improvements
• Ability to process high volumes of work with accuracy
• Ability to executes independent processes while working within a collaborative team
• Candidate will need to prioritize multiple tasks effectively on a daily basis while maintaining continuous communication with management and other internal business partners.
• Be self-motivated to take initiative on complex/escalated items and potential to take on projects
• Desire to be crossed trained in the various team functions
• Ability to set challenging goals and focus on achieving or exceeding them

What you have

• Attention-to-detail is a must
• Superior verbal and written communication skills.
• Strong analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions on day-to-day work with general direction on assignments.
• A positive and engaged mindset to bring to a team environment
• Advanced Excel Skills
• Bachelor's Degree preferred
• 2+ years Financial Services or Operations experience required

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What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

Job Tags

Full time

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