What are the responsibilities and job description for the Specialist, Operations position at Charles Schwab Inc.?
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.
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to employers nationwide. We believe the provider matters, and we are committed to near-perfect service. Operational Control serves as the final quality check of transactional verification, seeing that all account activities, including cash & units, match from the SRPS Recordkeeping system to Charles Schwab Trust Bank.
The team is responsible for providing quality monitoring and reporting to Retirement Plan Services business partners and management to ensure compliance and accuracy of all transactions. It is also important as a team to provide meaningful feedback and recommendations to business partners to improve operational efficiency for the firm.
What you are good at
- Working in a detail-oriented, high volume, deadline-driven environment
- Tenacity in seeing issues through to final resolution and closure
- Maintaining a balance between quality and efficiency
- Thoughtfully and swiftly resolving high pressure situations with professionalism and transparency
- Driving and delivering meaningful process improvements
- Ability to interact with and develop positive working relationships with business partners to provide solutions and timely resolution
- Identify best practices and process improvements
- Strong time management, organization, project management and prioritization skills; ability to multi-task among competing priorities
- Ability to work effectively in a team environment and foster team engagement by being a positive influence
What you have
Required:
- An undergraduate degree in Business, Accounting or Finance or equivalent experience required
- Excellent problem-solving skills, strong verbal, and written communication skills
- Self-driven and demonstrated ability to work in a high-volume environment
- Ability to learn new technology and utilize a variety of data and systems to proactively identify solutions to meet business needs
- Effective critical thinking, analytical and problem-solving skills; strong attention to detail while keeping a holistic approach
- Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Microsoft Windows, internet research, database systems, and email
- Demonstrated ability to be self-directed, and quickly develop a full understanding of our business
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
