Charles Schwab · 10 hours ago
Mutual Funds Trading Operations, Specialist
Westlake, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expCharles Schwab is a financial services firm that empowers employees to make an impact on their careers. The role in Mutual Fund Operations involves maintaining relationships with external partners and ensuring flawless execution in trading, dividends, sub accounting, and vendor relationships.
Financial Services
Responsibilities
Maintain a good working relationship with external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners
Collaborate with cross-location business partners
Adapt to change and work collaboratively
Qualification
Required
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
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
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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