Austin - TX, AUSTINB, 12401 Research Blvd, 78759
Christal Lynn Fortunato
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Retirement Business Services (RBS), a division of Advisor Services, provides trust and custody services that include a broad range of investments, technology, products, and programs that meet the needs of Independent Retirement Plan Providers and their clients. Each of us, every day, has an opportunity to positively impact our colleagues and clients.
What you’ll do:
The Operations Specialist will utilize various applications for reconciling trading and distribution related activities through multiple trading platforms and across numerous banking vendors. Additional responsibilities include: documenting issues in a clear and concise fashion, maintaining effective procedural documents and cross-training with peers to attain a broad functional knowledge. Successful candidate would have experience on bank or trading reconciliations, ability to quickly cross-train on functions to back up co-workers, and proven history of processing tasks with a primary emphasis on accuracy and risk mitigation. Candidate will also need to display strong communication skills when working with teammates, internal Client Service Managers and other support business partners.
What you have:
- College Degree required
- 2+ years brokerage, transfer agent or trust operations experience.
- Ability to work in a fast paced environment, both independently and as part of a team.
- Excels in prioritizing daily functions and dealing with multiple deadlines and high volumes of work.
- Must be detail oriented, with strong analytic, research and communication skills.
- Must possess advanced working knowledge of Microsoft Office applications.
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
||English - spoken
|Current Licenses / Certifications:
|Relevant Work Experience:
||Trading-6+ yrs, Retirement Services-2-5 yrs, Trading-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs
|Position Located In:
||TX - Austin
Activation Date: Monday, March 5, 2018
Expiration Date: Saturday, March 24, 2018