Specialist, Trading Operations
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.
Want to build your financial services career with a diverse team in a fast-paced environment? Charles Schwab’s Alternative Investment Custody Service may be the place for you! We are responsible for asset servicing Alternative Investments including Trading, Asset Transfers, Dividends, Reconciliation and Corporate Actions. We provide access to sophisticated wealth-management products that help clients and advisors compete and succeed in their business efforts.
As an Alternative Investment Specialist, you will leverage your passion and enthusiasm to learn to provide the highest quality support to our retail clients, internal, and external business partners. Initially, you will be responsible for the timely and accurate processing of Alternative Investment transfers for our clients. In this role you will be responsible for reviewing and entering requests for Alternative Investment securities. As you grow your experience and mastery additional opportunities within the team and across the broader organization will be available. Individuals will be team-oriented, self-motivated and goal driven, able to multi-task, realize the importance of follow through, and have great time management skills.
What you have
Required Qualifications:
2 + years of brokerage experience or operational processing experience
Proficient with Microsoft Outlook, Excel, Adobe, and Word
Preferred Qualifications:
Ability to maintain a positive attitude and accuracy during times of heavy volume and/or change
Strong analytical, research, data entry and prioritization skills
Excellent written and verbal communication skills
Detailed orientated
Providing resolution steps for Alternative Investment that are not in good order
Results Orientation- Focus on setting challenging goals and meeting or exceeding them.
Flexibility- Openness to new procedures and technology. Looks for opportunities to provide critical support during high volume seasons
Initiative- Identifying what needs to be done and doing it before being asked
Fostering Teamwork- Ability to work cooperatively with others on a team and success in getting groups to learn to work together
Adaptability- Ability to function effectively when under pressure and maintain self-control in the face of difficult situations or stress
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