Operations Associate, Asset & Account Maintenance

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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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. You will work within a team and rotate as necessary to meet the goals of the business on daily functions and projects.  You will have the opportunity to review and enhance processes, and the ability to leave a mark on a growing business unit in an industry leader with various opportunities for growth.

Your responsibilities will include but not be limited to:

• Complete assigned daily functions in a fast-paced operational environment
• Quickly learn the processes and identify process improvements
• Accurately process high volumes of work independently while working within a collaborative team
• Prioritize multiple tasks daily while maintaining continuous communication with management and other internal business partners.
• Take initiative on complex or escalated items
• Take on projects

What you have

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

Required Qualifications:

• Attention-to-detail
• Superior verbal and written communication skills.
• Strong critical thinking skills to aid in problem solving
• A positive and engaged mindset to bring to a team environment
• Analytical skills that include the ability to research and resolve issues timely
• Interest in the financial services industry and desire to learn about retirement plans

Preferred Qualifications: 

• Advanced Excel Skills
• Bachelor’s Degree

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

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