Specialist, Trading Operations

Your opportunity

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 of Alternative Investments including Trading, Asset Transfers, 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 in providing the highest quality support to our clients, internal, and external business partners. Initially, you will be responsible for the timely and accurate processing of requests on Alternative Investment securities by our clients. In this role you will be responsible for reviewing and entering trade requests and/or processing distribution items 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’ll do:

• Providing resolution steps for Alternative Investment orders or distributions that are not in good order
• High productivity and ability to research complex issues
• 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 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:

• 1 + years of brokerage experience or operational processing experience

Preferred Qualifications:

• Capacity and passion to learn and train others
• Ability to maintain a positive attitude during times of heavy volume and/or change
• Complex problem-solving skills
• Ability to maintain accuracy while processing large volumes of work under time constraints
• Strong analytical, research, data entry and prioritization skills
• Strong interpersonal and teamwork skills, ability to work with internal and external business partners
• Great communication skills
• Positive attitude and a strong Teamwork mindset
• Detailed orientated
• Proficient with Microsoft Outlook, Excel, Adobe, and Word

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