Mutual Funds Trading Operations Specialist
About The Position
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. This business unit operations under the Asset Management Operations umbrella maintaining 650+ Mutual Fund Family relationships with daily trading volumes that exceed $1 Billion. 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Requirements
- Minimum of 2+ years’ experience with the back-office operations of a brokerage or financial services firm
- 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
Nice To Haves
- Experience with vendor relations or sub accounting relative to Mutual Funds
- 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
Responsibilities
- Trading
- Dividends
- Sub Accounting
- Vendor Relationships
- Maintain a good working relationship with external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners.
- Adaptable to change and work collaboratively with cross-location business partners.
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
