Job Description
Job Title: Schwab Charitable, Donor Operations, Specialist Ignite your future: Your Opportunity Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider—having granted out to over 207,000 charities nationwide since inception on behalf of our donors. At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them. Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities. The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Schwab Advisor Center Alerts. Timely and accurate processing of these items is critical for the success of our organization. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip level leadership. Unleash your expertise: what you’re good at This role participates in Schwab’s Workplace Hybrid Program. Employees have the ability to work three days in the office and two days remotely each week. • Handle incoming operational volume for the Schwab Charitable Service organization. This would include remediation of cases, contribution queue, processing of forms & paperwork, email box’s, Transfer of Asset follow-up, hotline calls, weekly reports, amongst other tasks. • Possible follow up on not-in-good-order work, requesting corrected paperwork or new paperwork based on situation. • Collaborate with business partners to provide efficient and effective service for advisors and donors Engage your talents: what you’ll have • BA/BS degree or equivalent experience highly preferred • Ability to work in a fast-paced environment by absorbing and applying complex information quickly. • Time management skills with the ability to organize, manage and prioritize priorities. • Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy • Capable of working effectively within a team environment with the utmost professionalism • Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.