Associate, Custody Operations

Charles Schwab Inc.; Lone Tree (CO); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Charles Schwab Corporation in Denver is seeking an Associate, Custody Operations to support the Asset Administration team. The role focuses on accurate valuation updates, LLC dissolutions, and QA within a regulated retirement accounts framework.

The position is hybrid in Denver and requires strong finance operations knowledge, compliance awareness, and proficiency with Forge systems, MS Office, and ticketing tools. You will handle records and client requests with diligence.

Qualifications

• Knowledge and understanding of IRS regulations for retirement accounts and qualified plans.
• Proficiency with MS Office, ticketing systems, and corporate communication apps, along with Forge systems experience.
• Strong written and verbal communication skills.
• Strong organizational skills and the ability to multitask, prioritize, and manage time effectively.
• Ability to work under pressure while remaining self-motivated and resourceful.
• Must be able to sit and/or stand in an office or remote setting for long periods.

Responsibilities

• Review and update client account information, including valuation data and LLC dissolutions.
• Identify and assess client submissions to ensure compliance.
• Maintain records of client submissions, process client requests, and file documents.
• Follow communication procedures and guidelines, as well as departmental policies and procedures.
• Provide accurate, valid, and complete information using appropriate methods and tools in accordance with company procedures.
• Perform other duties as assigned to support the overall success of the team and organization.

Skills

Written communication

Verbal communication

Organizational skills

Multitasking

Time management

Self-motivated

Work under pressure

Tools

MS Office

Ticketing systems

Forge systems

Corporate communication apps

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Associate, Custody Operations supports the daily functions of the Asset Administration team. Among other responsibilities, this role involves ensuring accurate processing of valuation updates and LLC dissolutions, as well as performing quality assurance. The ideal candidate should have experience in finance operations and a solid understanding of regulatory requirements for retirement accounts. Candidates should have prior experience working within Forge Trust’s operational environment.

Location: This is a hybrid position based in Denver.

Responsibilities:

• Review and update client account information, including, but not limited to, valuation data, LLC dissolutions, and distressed assets.


• Identify and assess client submissions to ensure compliance.


• Maintain records of client submissions, process client requests, and file documents.


• Follow communication procedures and guidelines, as well as departmental policies and procedures.


• Provide accurate, valid, and complete information using appropriate methods and tools in accordance with company procedures.


• Perform other duties as assigned to support the overall success of the team and organization.

What you have

To ensure that we have fulfilled our promise of \"challenging the status quo,\" this role has specific qualifications that successful candidates should have.

Required Qualifications

• Knowledge and understanding of IRS regulations for retirement accounts and qualified plans.


• Proficiency with MS Office, ticketing systems, and corporate communication apps, along with current working experience with Forge systems and processes


• Strong written and verbal communication skills.


• Strong organizational skills and the ability to multitask, prioritize, and manage time effectively.


• Ability to work under pressure while remaining self-motivated and resourceful.


• Must be able to sit and/or stand in an office or remote setting for long periods of time while working.

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