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.
Mutual Fund Operations falls under the Asset Management Operations umbrella. This organization maintains 650+ Mutual Fund Family relationships with daily trading volumes that exceed $1 Billion. Our goal: To be the most admired and respected trading and operations group within the industry.
We are Lloking to hire a Specialist, Mutual Fund Operations. This is an entry to mid-Level position for the Mutual Fund Operations Trading Team. Team is based on a functional model with its main focus being Mutual Fund Trading. Applicants must be able and willing to rotate work assignments and shifts as required by this functional model. Specialists are responsible for functions related to Mutual Funds Trade processing. These responsibilities include and are not limited to tasks such as: Mutual Fund Trade Order Entry and Placement. Mutual Fund Trade Order Verification and Cash Settlement. Due to the associated financial risk within these responsibilities, attention to detail and accuracy are basic expectations of the job. Contact with internal and external business partners occurs daily, therefore strong verbal and written communication skills are a must. Associates are also required to adhere to and support a flexible schedule driven mainly by business needs and requirements. Also welcome are individuals that have the potential not only be an active team player, but also the qualities & interest in a leadership or a management career path.
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
- Basic desktop computer skills, including Windows/XP and Excel. Ability to learn in-house department applications & programs, word processing and spreadsheet applications
- Basic problem solving skills
- Excellent customer service skills
- Strong verbal and written communication skills
- Ability to work collaboratively and effectively with others in a fast-paced team environment.
- Consistently support and help team members and the enterprise meet our goals and service level agreements
- Quick learner and a self-starter that demonstrates initiative
Preferred Qualifications
- Basic understanding of the Mutual Fund Industry is preferred
- Working knowledge of departmental functions, systems, policies, and relevant regulations preferred
- Series 7 & 63 preferred
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
