Associate, Custody Operations

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.

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