Operations Specialist

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

📋 Description

• Oversee and carry out system-related daily responsibilities with minimal supervision, adhering to documented procedures and policies within established service standards.

• Execute daily production tasks while fulfilling quality and quantity expectations.

• Generate daily evidence and documentation to confirm completed work.

• Review evidence and documentation prepared by junior team members.

• Notify the Manager or Team Lead of production issues, pending items, and stale items.

• Independently resolve issues and report on outcomes.

• Lead regularly scheduled team tasks and coordinate team members to ensure task completion and documentation.

• Provide mentorship to junior team members.

• Anticipate and prioritize the evolving work demands within the team.

• Identify processing challenges and opportunities for control enhancements.

• Collaborate with the manager and colleagues to optimize processes.

• Execute additional duties as assigned.

⛳️ Requirements

• Associate's degree and three (3) years of relevant experience, or an equivalent combination of education and experience.

• Fundamental understanding of accounting transactions and problem-solving techniques.

• Proven ability to lead and mentor junior team members.

• Strong attention to detail.

• Capability to read and interpret procedure manuals and technical guidelines.

• Proficient in writing routine reports and correspondence.

• Effective oral communication skills with internal and external contacts.

• Ability to apply fractions, percentages, ratios, and proportions to real-life situations.

• Skill in solving practical problems with limited standardization.

• Proficient in interpreting written, oral, diagrammatic, or schedule-based instructions.

• Familiarity with Microsoft Office applications.

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

• Must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

• Ability to remain stationary for 75% or more of the time.

• Capability to lift objects weighing up to 10 lbs.

🏝️ Benefits

• At least 22 days of paid time off annually, prorated in the year of hire.

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

• Comprehensive medical coverage.

• Employer HSA contributions for 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.

• Option to purchase additional long-term disability coverage.

• Employer-paid basic life insurance.

• Option to purchase supplemental life insurance.

• 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.

• Financial planning assistance.

• Wellness initiatives.

• Flexible work arrangements.

• Career development programs and tools.

• Performance-based incentives.