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.
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 environmentQuickly learn the processes and identify process improvementsAccurately process high volumes of work independently while working within a collaborative teamPrioritize multiple tasks daily while maintaining continuous communication with management and other internal business partners.Take initiative on complex or escalated itemsTake 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-detailSuperior verbal and written communication skills.Strong critical thinking skills to aid in problem solvingA positive and engaged mindset to bring to a team environmentAnalytical skills that include the ability to research and resolve issues timelyInterest in the financial services industry and desire to learn about retirement plansPreferred Qualifications:
Advanced Excel SkillsBachelor’s Degree Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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