Associate Operations Specialist - EPIC

Pay Range: $18.81 - $25.07

Manage and process the completion of system-related daily tasks, following documented procedures and policies, within stated service standards for both volume and quality.

Education and Experience:

• Associate's degree and a minimum of one (1) yearrelated experience or equivalent combination of education and experience

Skills and Abilities:

• Basic understanding of accounting transactions and problem resolution
• Demonstrated attention to detail
• Ability to read and interpret documents such as procedure manuals and technical procedures.
• Ability to write routine reports and correspondence
• Ability to speak effectively with both internal and external contacts
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
• Must have knowledge of Microsoft Office applications and the ability to develop advanced Schwab Retirement Technologies software skills provided by internal training, within a reasonable time

Tasks Performed:

• 80% As part of an operational team, perform daily production tasks meeting production requirements for both quality and quantity. Produce daily evidence and documentation of work completed. Communicate to manager/team lead any production issues for resolution and status of pending or stale items.
• 10% Anticipate and prioritize for continually changing work demands in collaboration with the rest of the team.
• 5% Identify processing issues and opportunities for control improvements. Work with manager and peers to improve processes.
• 5% Perform other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 
• Generous Parental Leave<