Asset Operations Specialist

Your Opportunity

At 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.

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

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Qualifications

• 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

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