Operations Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Oversee and execute daily system-related tasks with minimal supervision, adhering to established procedures and policies while meeting service standards for both volume and quality.

• Engage in daily production activities as a member of an operational team.

• Generate daily evidence and documentation of completed tasks.

• Review evidence and documentation prepared by junior team members.

• Communicate production challenges, pending items, and outdated items to the Manager/Team Lead, independently resolving issues when appropriate, and providing feedback.

• Facilitate regularly scheduled team tasks and coordinate with team members to ensure the completion of necessary work and documentation.

• Provide mentorship to junior team members.

• Anticipate and prioritize shifting work demands in collaboration with the team.

• Identify processing challenges and opportunities for control enhancements.

• Collaborate with managers and colleagues to refine processes.

• Carry out additional duties as assigned.

⛳️ Requirements

• An associate's degree and three (3) years of relevant experience, or a comparable combination of education and experience.

• Fundamental understanding of accounting transactions and issue resolution.

• Capacity to lead and mentor junior team members.

• Proven attention to detail.

• Proficiency in reading and interpreting procedure manuals and technical documentation.

• Ability to compose routine reports and correspondence.

• Effective verbal communication skills with both internal and external stakeholders.

• Competence in applying fractions, percentages, ratios, and proportions to real-world scenarios.

• Skill in addressing practical problems that involve limited standardization.

• Ability to understand written, oral, diagrammatic, or schedule-based instructions.

• Familiarity with Microsoft Office applications.

• Capability to develop advanced skills in Schwab Retirement Technologies software through internal training within a reasonable timeframe.

• Must possess the ability to communicate effectively with both internal and/or external customers.

• Must be authorized to work for any employer in the United States.

• Employment visa sponsorship is not available.

🏝️ Benefits

• Generous paid time off: a minimum of 22 days annually for full-time employees.

• Six weeks of paid parental leave at 100% of salary.

• Medical coverage with employer HSA contributions for eligible high-deductible health plan participants.

• Dental and vision coverage.

• Flexible spending accounts for healthcare and dependent care expenses.

• Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage.

• Employer-paid basic life insurance, with optional supplemental coverage.

• Voluntary hospital, accident, and critical illness coverage.

• 401(k) plan with employer matching.

• Optional Roth 401(k).

• Pension plan.

• Adoption assistance.

• Tuition reimbursement.

• Employee Assistance Program (EAP).

• Pet insurance.

• Financial and banking services benefits, along with financial planning assistance.

• Paid sick and safe leave for part-time employees.

• Wellness initiatives.

• Flexible work arrangements.

• Career development programs and tools.

• Performance-based incentives.

• Bonuses.