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.

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 projectsWhat 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 plans

Preferred Qualifications: 

Advanced Excel SkillsBachelor’s Degree
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job