Charles Schwab Associate Operations, Cost Basis in Lone Tree, Colorado

Description:

Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

James D Hapgood

20180925-6198

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Cost Basis Operations (CBO) is part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. CBO is under the Shared Support Services umbrella.

What you’ll do:

  • Research and process cost basis adjustments and updates

  • Ensure proper reporting on tax forms

  • Perform reconciliation between cost basis database and other systems of record

  • Research and process various type of cost basis updates

  • Assist with bulk cost basis updates

What you have:

  • Highly motivated and results driven

  • Strong organization and time management skills

  • Excellent written and verbal communication skills

  • Strong analytical skills, attention to detail, and a passion for service quality

  • Advanced MS Excel skills, ability to work with large data sets

  • Bachelor's degree or equivalent experience in Accounting, Finance or Economics

  • Experience working in financial services industry

You demonstrate these behaviors:

  • Analytical Thinking : Approaching a problem by using a logical, systematic, sequential approach

  • Conceptual Thinking : Finding effective solutions by taking a holistic, abstract or theoretical perspective

  • Initiative : Identifying what needs to be done and doing it before being asked to or required by the situation

  • Thoroughness : Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Accounting and Finance-less than 2 yrs

Position Located In: CO - Lone Tree, CO - Denver

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Friday, October 12, 2018

Expiration Date: Saturday, November 17, 2018

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