Senior Trading Operations Specialist

4 weeks ago


Boston, Massachusetts, United States Charles Schwab Full time
Job Summary

We are seeking a highly skilled Senior Trading Operations Specialist to join our team at Charles Schwab. As a key member of our operations team, you will be responsible for ensuring the accuracy and timeliness of client account transactions.

Key Responsibilities:

  • Review transactions for client accounts
  • Cash and position reconciliation
  • Monitor and process corporate actions
  • Identify, investigate, and resolve cash, position, and performance issues
  • Communicate with and monitor external vendors and internal partners
  • Ensure data integrity and assist with system maintenance
  • Network with senior personnel to resolve issues and gain needed information

Requirements:

  • Bachelor's Degree Required
  • 3+ years of experience in financial operations
  • Experience with account reconciliation
  • Experience with separately managed accounts and/or 40 ACT funds
  • Familiarity with corporate actions
  • Ability to work a flex 8 hour schedule 7:00am – 5:00 pm EST

What We Offer:

  • Competitive salary range
  • Bonus or incentive opportunities
  • 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

About Us:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.



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