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Litigation & Regulatory Legal Support Senior Specialist

AT Charles Schwab
Charles Schwab

Litigation & Regulatory Legal Support Senior Specialist

Westlake, TX

Salary: USD $67,100 - $96,000 / Year

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 that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

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As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

We are recruiting a Litigation & Regulatory Legal Support Senior Specialist to join a team of attorneys and professionals who are responsible for litigation, arbitration and regulatory matters filed against the Company. The position involves using in-house systems and resources to perform research tasks and provide administrative support for the team members in Legal Services.

What you will do:

  • Research: Locate electronically stored information (ESI) across the company for handling high-stakes litigation and arbitration matters at the direction of attorneys and other members of the litigation support team.
  • Organize: Review, analyze, and prepare ESI, documents and other material for delivery to counsel in litigation and arbitration matters.
  • Monitor and manage: Monitor for new legal matters filed against the company and initiate the company's defenses by using the team's processes and matter management software; provide administrative help with correspondence, file transfers, trial and hearing exhibits, team calendar management, and internal reporting.
  • Collaborate: Support the team by skillfully operating and maintaining litigation management systems for matter management and reporting.

*This is a hybrid position located in our Westlake, TX service center

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have

Required Qualifications:

  • BS/BA degree or equivalent work experience.
  • Minimum 3 years legal support experience (or a general understanding of legal documents and processes) or familiarity with Schwab's computer systems.
  • Proficient in Microsoft Word, Excel, PowerPoint and Adobe Acrobat.

Preferred Qualifications:

  • A commitment to on-time and accurate results. You believe in excellent work, are efficient, and meet tight deadlines with little supervision.
  • Advanced research and analytical skills. You can identify issues and collect, organize, and distill information from multiple sources and systems.
  • Strong organizational techniques and an attention to detail. You are agile and manage a diverse set of priorities in a fast-paced, dynamic environment: you can juggle (metaphorically speaking) while smiling.
  • A love for service and collaboration. You have a "can-do" attitude towards solving problems and are a team player. You eagerly seek different views and delight in fresh perspectives.
  • Joy. We love what we do. So should you! Our team is positive, enthusiastic, and kind - which makes each workday fun and each matter uniquely interesting.

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

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

Client-provided location(s): Westlake, TX, USA
Job ID: CharlesSchwab-2024-105486
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program