Operations Admin Specialist
3 weeks ago
Shift: Standard Business
Location: Lone Tree, CO 80124, Hybrid
Pay Rate: $ 32.93/hr
Contract Length: 5-6 Months
*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Description
This position will involves supporting the operational functions of Schwab Charitable's donor-advised fund (DAF) accounts. The position is responsible for handling incoming donor and advisor requests, processing paperwork, and ensuring the timely and accurate completion of tasks. The ideal candidate will possess strong organizational and time management skills and be able to thrive in a fast-paced environment.
Responsibilities
- Efficient Task Management Process incoming operational tasks, including contribution queues, forms, and emails, ensuring timely and accurate handling.
- Accuracy and Compliance Follow up on incomplete or incorrect paperwork to maintain high standards of accuracy and completeness.
- Collaborative Service Work with internal teams to deliver exceptional service to donors and advisors, ensuring a seamless and supportive experience.
- Adherence to Standards Maintain compliance with established procedures and quality standards, ensuring consistency in all operational processes.
- Process Improvement Contribute to process improvement initiatives, applying innovative solutions to enhance operational efficiency and effectiveness.
- Bachelor's degree or equivalent experience.
- Strong organizational and time management skills.
- Attention to detail and accuracy.
- Ability to multi-task and prioritize tasks effectively.
- Excellent communication and interpersonal skills.
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