Offer summary

Qualifications:

Associate's degree or equivalent with at least one year of related experience., Basic understanding of accounting transactions and problem resolution., Proficiency in Microsoft Office applications and ability to learn Schwab Retirement Technologies software., Strong attention to detail and effective communication skills..

Key responsibilities:

Perform daily system-related tasks following documented procedures and policies.

Collaborate with the team to prioritize and manage changing work demands.

Identify processing issues and suggest process improvements.

Document work and communicate issues to management.

Job description

Pay Range: $18.81 - $25.07

Manage and process the completion of system-related daily tasks, following documented procedures and policies, within stated service standards for both volume and quality.

Education and Experience:

Associate's degree and a minimum of one (1) yearrelated experience or equivalent combination of education and experience

Skills and Abilities:

Basic understanding of accounting transactions and problem resolution
Demonstrated attention to detail
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine reports and correspondence
Ability to speak effectively with both internal and external contacts
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Must have knowledge of Microsoft Office applications and the ability to develop advanced Schwab Retirement Technologies software skills provided by internal training, within a reasonable time

Tasks Performed:

80% As part of an operational team, perform daily production tasks meeting production requirements for both quality and quantity. Produce daily evidence and documentation of work completed. Communicate to manager/team lead any production issues for resolution and status of pending or stale items.
10% Anticipate and prioritize for continually changing work demands in collaboration with the rest of the team.
5% Identify processing issues and opportunities for control improvements. Work with manager and peers to improve processes.
5% Perform other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Required profile