eDiscovery, Senior 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(s). This role is expected to be in the office 4 days a week. 

We are seeking a detail-oriented and highly motivated eDiscovery, Senior Specialist to join our growing eDiscovery Team in the Legal Operations Department. 

The eDiscovery, Senior Specialist will provide direct support for Schwab’s litigation, regulatory, and internal investigation matters, with a focus on hands-on execution and monitoring of eDiscovery tasks and processes. Bringing strong organizational abilities and a keen eye for detail, the ideal candidate will excel at supporting eDiscovery operations by managing records, coordinating with stakeholders and vendors, tracking project milestones, and staying current with developments in eDiscovery law and technology. 

Key Responsibilities: 

• Provide support for internal teams on eDiscovery processes, policies, and technology tools.
• Assist with establishing new or revised eDiscovery workflows, including onboarding of new technology platforms. 
• Coordinate and schedule meetings with internal and external stakeholders regarding eDiscovery processes. 
• Maintain detailed tracking logs for ESI collections to ensure defensible record keeping.
• Data entry for key operational data points in the eDiscovery process.
• Assist with eDiscovery vendor coordination and communication for data processing, hosting, and document review services. 
• Assist with periodic reviews of legal hold notices and in-place preservation. Monitor and respond to communications sent through group mailboxes. 
• Monitor eDiscovery project timelines and milestones and coordinate additional resources as needed.  
• Support special projects and other duties as assigned.
• Stay informed of changes in eDiscovery law, best practices, and technology, recommending process improvements as appropriate. 
  

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:

• Minimum of 3 years of experience in one of the following: litigation paralegal, legal project assistant, eDiscovery vendor support services, or equivalant work experience, ideally in the financial services sector. 
• High degree of professionalism, discretion, and adherence to confidentiality.
• Excellent attention to detail, analytical thinking, and organizational skills. Strong Excel skills.
• Strong written and verbal communication skills, with an ability to interact with attorneys, IT personnel, business partners, and outside vendors. 
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Bachelor’s degree or equivalent work experience.
• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Preferred Qualifications:

• Experience working in the financial services industry or a highly regulated environment preferred.
• Certification in eDiscovery (e.g., ACEDS, CEDS) is a plus.

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