Senior Specialist, Operations- Corporate Actions

of corporate actions on securities held by our clients. In this role you will be responsible for the beginning to end processing of Corporate Actions for daily processing. This includes gathering the necessary information to process accurately and to reconcile any discrepancies and resolve exceptions.

What you have

Recognize potential risk issues associated with the stock record, balance and reconcile stock record to client elections and payment allocation from US & Global Custodians and transfer agents. Discrepancies and exceptions are to be escalated and resolved promptly. Identify and communicate issues effectively and timely to peers and management team. Candidate must be team-oriented, self-motivated and goal driven, able to multi-task, realize the importance of follow through, and have outstanding time management skills as well as excellent communication skills, be able to work well under pressure in a fast paced, high-risk environment while maintaining a professional manner.

Required Qualifications:

• 3 or more years' experience in Corporate Actions processing

• Highly analytical with deep problem-solving abilities and reconciliation skills

Preferred Qualifications:

• Understanding of Legacy BlueZone and reconciliation data flows internally and externally with custodians and agents

• Ability to navigate complex scenarios with foreign markets and custodians, possess an understanding of settlement challenges that exist during the corporate action lifecycle

• Experience in controlled environment with supervisory procedures, regulatory requirements and audit requirements

• Experienced in all aspects of Corporate Actions processing types including reorg and distributions

• Outstanding time management skills and ability to work in a fast paced, high-risk environment.

• Compassion to work cooperatively with others to produce innovative solutions for process efficiency

• Initiative to seek out and build relationships with others who can provide information, intelligence, career support, potential business as well as other forms of support

• The ability to accurately anticipate the implications of events or decisions for various stakeholders in the organization and plan strategy accordingly

• Insight to identify and propose solutions that benefit all parties involved in a situation

You demonstrate these behaviors:

• Fostering Team Work: Seeks opportunities to work on teams as a means to develop experience and knowledge

• Providing Motivational Support: Takes the lead or supports setting new business directions, partnerships, policies or procedures

• Fostering Innovation: Develops better, faster, or less expensive ways to do things

• Forward thinking: Anticipates the implications and consequences of situations and takes appropriate action to be prepared for possible contingencies

• Interpersonal Effectiveness: Notices, interprets, and anticipates others' concerns and feelings, and communicates this awareness empathetically to others

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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