Estates - Durable Power of Attorney Specialist

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Specialty Estates provides individuals the opportunity to practice risk mitigation and critical thinking skills through complex review and analysis of legal documents. As a Durable Power of Attorney (DPOA) Specialist, you will be responsible for creating an outstanding experience for clients in order to build and maintain client loyalty. The primary focus centers on legal document review and establishing client roles on existing and new Schwab Accounts. The DPOA Specialist is responsible for assisting in overseeing the review of these legal documents in order to ensure internal business procedures are adhered to during case management. 

• Deliver unparalleled value and remarkable service to our clients in order to build and maintain client loyalty 
• Leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event 
• Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels 
• Manage time effectively to provide efficient and timely responses in a fast-paced business environment 
• Take ownership and effectively engage with clients, their agents, or third parties to resolve complex matters.  
• Review legal documents including letters of appointment and court orders.  
• Communicate with internal departments and provide support and expertise regarding complicated issues related to decedent’s estates and court orders. 

Required Qualifications

• Bachelor’s degree
• 2+ years’ experience in legal or financial services including; brokerage, banking, legal/paralegal or research 

Preferred Qualifications

• 1+ years of case management experience  
• Experience reviewing legal documents including letters of appointment, trusts, power of attorney documents, and court orders. 
• Outstanding written and verbal communication
• Able to empathize and respond sensitively to clients during life event conversations 
• Excellent logical reasoning, problem solving and research skills 
• Ability to work in fast-paced environment and navigate multiple systems and processes 
• Demonstrated passion for service and the financial markets 
• Series 7, 63 license preferred 

In addition the salary range, this role is also eligible for bonus or incentive opportunities.