Trading Operations Specialist

Your opportunityCharles 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 Specialized Trading Operations team within Charles Schwab Trust Bank will work with various internal and external business partners to facilitate specialized trading on behalf of retirement plans, as well as reviewing and processing fund additions to our trading platform. This role provides the opportunity to innovate, streamline processes, and reduce risk while supporting multiple key business partners. Ability to work in a fast-paced environment, both attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment.What You Are Good At Establishing and maintaining relationships both within the department and across organizations/enterprises 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 developmentWhat you haveBachelor’s degree requiredRetirement industry experience required, with an emphasis on Trading OperationsWorking knowledge of equity, ETF and alternative investment tradingKnowledge of unitization servicesKnowledge of mutual fund contracts and security mastersAbility to collaborate across multiple levels of the organizationDemonstrated analytical skills that include the ability to research and resolve issues to completionStrong organizational skills and attention to detailProven ability to effectively communicate across all levels of the organization#SchwabBTSJobsWhat’s in it for youAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance