Estates - Durable Power of Attorney Specialist
Your Opportunity
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 toourclientsin order to build and maintain client loyalty
- Leverage emotional intelligence to meet clients and inheritorsemotionalneeds during a challenging life event
- Demonstrate a strong passion for client service, exhibiting positiveenergy and problem-solving skills to connect with our clients through allchannels
- 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 you are good at
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.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.