Trading Operations Associate

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.

The Specialized Trading Operations Team supports the daily trading activity of Charles Schwab Trust Bank’s (CSTB) institutional retirement clients. The team engages in various forms of trading including mutual funds, equities, ETFs, alternative investments, and non-registered securities.  The team also engages with fund companies to enter into new trading agreements, amend existing contracts, and maintain the division’s security master.  In addition, the team is responsible for the coordination and execution of special handling events with fund companies. 

As an entry level position on the team, the Trading Operations Associate will be tasked with learning various processes within the team and support the day-to-day trading. An Associate will be responsible for updating and maintaining our Asset Master Database, as well as processing other trading functions as assigned. A successful candidate will work closely with internal and business to business partners to complete daily processes and impactful projects. Over time the associate will have the ability to learn various function across the Specialized Trading Operations team as well engage in projects benefiting the team and department. With the opportunity to review and enhance processes, you have the ability to leave a mark on a growing business unit in an industry leader with opportunities for growth and promotion. 

What you are good at:

• Focused candidate with the ability to quickly learn, process, and identify improvements
• Interest in the financial services industry and wanting to learn more about how the markets function
• Interested in growth and development in a leading enterprise

Success Factors:

• Engage with daily processes to determine process improvements
• Executes independent processes while working within a team
• Motivated worker looking to gain knowledge and experiences in the financial services industry

What you have

• Communication skills that include communicating with external clients, management, and business partners
• Analytical skills that include the ability to research and resolve issues
• Intermediate Excel skills preferred
• Interest in financial services and markets
• Bachelor’s Degree preferred

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