Mutual Funds Trading Operations, Specialist
Pay range: USD $57,000.00 - $74,000.00 / Year
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.
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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
What's in it for you
At 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. 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
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Diversity, Equity, and Inclusion Program