Charles Schwab Specialist Operations, Move Money Solutions Charitable in Orlando, Florida
Orlando - FL, ORL2, 1958 Summit Park Dr, 32810
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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.
The Move Money Solutions, Charitable Operations Team provides trading and operational support for Schwab Charitable Fund. Our goal is to provide world class service experience to a customer base that is increasingly affluent and sophisticated.
What you’ll do:
The Move Money Solutions Specialist in Charitable Operations will assist the team in opening and funding charitable gift accounts, equities trading, cashiering, grant check disbursement, statistical processing, database support and general operations. The Specialist must be customer focused and comfortable working with a diverse group of employees of the Donor Relations and Grant Teams of the Fund, including Management and Officers. This position may be called upon to work on special projects and supervise the work of contractors during high volume periods.
What you have:
3-5 years experience in Brokerage Operations highly preferred
Strong customer service skills
Excellent written and verbal communication
Ability to work accurately and effectively under pressure and within deadlines
Strong computer aptitude is required particularly MS Excel, as well as knowledge of Schwab propriety systems and trading platforms
Flexible with regard to both schedule and role as both may change with little notice in response to market activity and business demand
Strong desire and commitment to quality control and maintaining service standards
Ability to quickly make decisions that appropriately balance risk and service
Ability to effectively and professionally communicate financial and technical information to customers and colleagues with varying levels of subject matter expertise
Bachelor’s Degree preferred
Ability to work additional hours during high volume business periods (December) and possibly weekends
You’ll demonstrate these behaviors:
Initiative (Delivers Results) - Identifying what needs to be done and doing it before being asked to or required by the situation
Results Orientation (Disciplined and Delivers Results) - Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
Flexibility (Emotionally Mature) - Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things
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 at http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Brokerage Operations-2-5 yrs
Position Located In: FL - Orlando
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Wednesday, May 16, 2018
Expiration Date: Thursday, May 24, 2018