Trading Support Operations Associate

Full time Charles Schwab in Banks and Financial Services Email Job
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Job Detail

  • Career Level Others
  • Experience 2 Years
  • Qualifications Degree Bachelor

Job Description

Your Opportunity

The Trading Operations Associate will utilize various applications for Mutual Fund related activities through broker/dealers, the National Securities Clearing Corporation (NSCC), and multiple other trading platforms. Successful candidate will process requests with a primary emphasis on accuracy. Candidate will have continuous communications with Client Services and other support business partners. 3-5 years brokerage, transfer agent or trust operations experience preferred. Ability to work in a fast-paced environment, both attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment.

What you are good at

The operations specialist will utilize various applications for processing Mutual Fund related activities through broker/dealers and the NSCC. They will be responsible for pricing assets, monitoring trade files, clearing trade rejects, submitting trades and other various operations duties as required. This individual will also be responsible for the processing of off-cycle and monthly mutual fund dividends.

What you have

  • Previous trading/operations experience in the retirement industry is strongly preferred.
  • Above average communication skills that include communicating to external clients, management, and business partners.
  • Demonstrated analytical skills that include the ability to research and resolve issues to completion.
  • Bachelor’s Degree preferred.
  • Advanced excel skills strongly preferred.
The hours for this position will be 6:30 AM – 3:00 PM Central Time.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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