New Job Specialist, Alternative Investment Custody Service In Arizona
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| Specialist, Alternative Investment Custody Service |
Specialist, Alternative Investment Custody Service
Company : Charles Schwab
Salary : $41,400 - $73,700 a year
Location : Arizona
Full Description
Your Opportunity
Want to learn about Hedge Funds, Private Equity Funds, Offshore Funds, Real Estate Investment Trusts, and other alternative investment products? Want to build your financial services career with a diverse team in a fast paced environment? Charles Schwab’s Alternative Investment Custody Service may be the place for you! We are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, and Corporate Actions. We provide access to sophisticated wealth-management products that help clients and advisors compete and succeed in their business efforts.
As an Alternative Investment Custody Specialist, you will leverage your passion and enthusiasm to learn in providing the highest quality support to our internal and external business partners. Initially, you will be responsible for the timely and accurate processing of payments and order resolution on Alternative Investment securities held by our clients.. As you grow your experience and mastery additional opportunities within the team and across the broader organization will be available. Individuals will be team-oriented, self-motivated and goal driven, able to multi-task, realize the importance of follow through, and have great time management skills.
Learn more about our WFP here
What you are good at
Reconciliation of Alternative Investment Positions- Trading Settlements
- Fund Distributions
- Corporate Actions
- Security Master
Additional Responsibilities include:
- Networking with personnel internally and externally in own area of expertise and/or across groups to resolve issue, gaining needed information and influencing outcomes.
- Delivering unparalleled value and outstanding service to our clients in order to build and maintain client loyalty.
Support that is in alignment with the mission, vision and values of the organization
What you have
Capacity and passion to learn- Ability to maintain a positive attitude during times of heavy volume and/or change
- Complex problem-solving skills
- Ability to maintain accuracy while processing large volumes of work under time constraints
- Strong analytical, research, data entry and prioritization skills
- Strong interpersonal and teamwork skills
- Good communication skills
- Detailed orientated
- Proficient with Microsoft Outlook, Excel, Adobe, and Word
- High School Diploma or Equivalent
- 1 to 3 years Operational Experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities