Mutual Fund Specialist, Data Entry

regarding payroll activities, ensuring trades are completed timely, maintaining quality control and procedures, and creating process improvements in order to meet key deliverables and exceed client expectations. Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. Crucial to success is the ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors. The successful candidate must have superior analytical skills, processing experience/knowledge of SRi is preferred, extensive knowledge of Microsoft Excel, Access and Word. The successful candidate will be able to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.

What you have

Required qualifications

• College degree or equivalent expereince

• Superior analytical skills

• Ability to work collaboratively and communicate effectively and professionally with various departments

• Extreme attention to detail

• Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors

• Creative thought process focusing on continuous process improvement

• A passion for in depth research and issue resolution

• Ability to interpret client and participant needs

• Exceptional organizational and analytical skills

Preferred qualifications

• Retirement industry knowledge, ASPPA designation, required College degree or equivalent.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance