Custody Operations Analyst - Hybrid Denver

Charles Schwab; Lone Tree (CO); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab in Denver is seeking an Associate, Custody Operations to support the Asset Administration team. You will help ensure accurate processing of valuation updates, LLC dissolutions, and quality assurance while following regulatory requirements for retirement accounts.

The role is hybrid, based in Denver, with opportunities for bonus incentives. Key duties include reviewing client data, ensuring compliance, maintaining records, and handling client requests efficiently.

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.

Responsibilities

• Review and update client account information, including 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.

Skills

IRS regulations for retirement

MS Office

ticketing systems

corporate communication apps

Forge systems

written & verbal communication

organization & multitasking

time management

ability to sit/stand long

Tools

MS Office

Ticketing systems

Forge platforms

Job description

Charles Schwab in Denver is seeking an Associate, Custody Operations to support the Asset Administration team. You will help ensure accurate processing of valuation updates, LLC dissolutions, and quality assurance while following regulatory requirements for retirement accounts.

The role is hybrid, based in Denver, with opportunities for bonus incentives. Key duties include reviewing client data, ensuring compliance, maintaining records, and handling client requests efficiently.