Your Opportunity

　　Charles Schwab Trust Bank plays a critical role in helping clients achieve their financial goals. We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy. We’re also focused on safeguarding our clients’ and firms’ assets – supporting Schwab’s vision of being the most trusted leader in investment services.

　　A Specialist for the SDE Trading Team team within Charles Schwab Trust Bank will work with various internal and external business partners to facilitate daily mutual fund trading, dividend processing, and corporate actions for the department. This role provides the opportunity to innovate, streamline processes, and reduce risk while supporting daily processing of trade activity, dividends and corporate actions. Ability to work in a fast-paced environment, curiosity, attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment located across the United States.

　　You will be:

　　Establishing and maintaining relationships both within the department and across organizations/enterprises

　　Notice anomalies in day to day process and help identify process improvements that lead to improved efficiencies and a greater business partner and client experience

　　Uses knowledge of functional area to assist team with strategy and process development

　　The required hours for this role are as follows:

　　Pacific time: 2pm-10:30pm

　　Central time: 4pm-12:30am

　　You will be onsite 3 days a week and able to work remote 2 days per week.

　　What you have

　　Ability to work evening hours

　　BA/BS preferred

　　2-4 years of retirement industry experience required, with an emphasis on Trading Operations

　　Working knowledge of Mutual Fund Trading, Corporate Actions, and Dividend Processing

　　Ability to collaborate across multiple levels of the organization

　　Demonstrated analytical skills that include the ability to research and resolve issues to completion

　　Adaptability in the face of day to day changes to processes

　　Strong organizational skills and attention to detail

　　Proven ability to effectively communicate to internal and external business providers

　　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

　　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

　　Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.