Estates - Durable Power of Attorney Specialist

Charles Schwab • Westlake, TX • 1h ago

Your opportunity

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?clientsin order to build and maintain client loyalty

Leverage emotional intelligence to meet clients and inheritors?emotionalneeds 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.

What you have

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.?

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Go to Apply

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