Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Christal Lynn Fortunato
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
The Operations Associate will utilize various applications for Mutual Fund related activities through broker/dealers, the National Securities Clearing Corporation (NSCC), and multiple other trading platforms. Successful candidate will process requests with a primary emphasis on accuracy. Candidate will have continuous communications with Client Services and other support business partners. 2 years brokerage, transfer agent or trust operations experience preferred. Ability to work in a fast paced environment, both attention to detail and outside the box thinking are a must. Candidates must be able to communicate effectively within a team environment.
What you’ll do:
The Operations Associate will utilize various applications for processing Mutual Fund related activities through broker/dealers and the NSCC. They will be responsible for pricing assets, monitoring trade files, clearing trade rejects, submitting trades and other various operations duties as required. This individual will also be responsible for the processing of off-cycle and monthly mutual fund dividends.
What you have:
- Previous trading/operations experience in the retirement industry is strongly preferred.
- Above average communication skills that include communicating to external clients, management, and business partners.
- Demonstrated analytical skills that include the ability to research and resolve issues to completion.
- Bachelor’s Degree preferred.
- Advanced excel skills strongly preferred.
The hours for this position will be 3:30 PM – 12:00 AM Central Time. The candidate must also be available to periodically work a 1:30 PM – 10:00 PM CT shift.
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
||English - spoken
|Current Licenses / Certifications:
|Relevant Work Experience:
||Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
|Position Located In:
||AZ - Phoenix
Category:Brokerage Operations & Trading
Activation Date: Monday, February 12, 2018
Expiration Date: Thursday, March 1, 2018