Mutual Funds Trading Operations, Specialist

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.

Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the Industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.

MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited too: Trading, Dividends, Sub Accounting and Vendor Relationships.

You must have the ability to maintain a good working relationship with our external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners.  To be successful, you will be adaptable to change and work collaboratively with cross-location business partners.

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:

• Minimum of 2+ years’ experience with the back-office operations of a brokerage or financial services firm
• Experience with vendor relations or sub accounting relative to Mutual Funds
• Complex problem-solving skills
• Strong analytical, research, data entry and prioritization skills
• Proven experience collaborating across business units
• Ability to understand and mitigate risk
• Excellent written and verbal communication skills
• Proficient with Microsoft Outlook, Excel and Word

Preferred Qualifications:

• Ability to maintain a positive attitude during times of heavy volume and/or change
• Strong interpersonal and teamwork skills
• Ability to maintain accuracy while processing large volumes of work under strict time constraints
• Detailed orientated
• Bachelor's degree
• Series 7 & 63

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