Description

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. 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 locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Charles 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.

An Associate for the SDE Trading Team within Charles Schwab Trust Bank will work with various internal and external business partners to facilitate daily mutual fund trading, dividend processing, and corporate actions for the department. This role provides the opportunity to innovate, streamline processes, and reduce risk while supporting daily processing of trade activity, dividends and corporate actions. Ability to work in a fast-paced environment, curiosity, attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment located across the United States.

You will be:

• Establishing and maintaining relationships both within the department and across organizations/enterprises
• Notice anomalies in day to day process and help 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 development

The required hours for this role are: 12:00/12:30pm-9:00 PM Central Time.

What you have

• BA/BS preferred
• Ability to work evening hours and overtime as needed for SDE coverage and Month/Year end dividend processing
• 2-4 years of retirement industry experience required, with an emphasis on Trading Operations
• Advanced Excel Skills including functions (vlookup/sumif/pivot tables) required, Macro building skills a plus
• 2-4 years of retirement industry experience required, with an emphasis on Trading Operations
• Track Record of Mutual Fund Trading, Corporate Actions, and Dividend Processing
• Knowledge of Trust3000 and Legacy systems
• Ability to collaborate across multiple levels of the organization
• Demonstrated analytical skills that include the ability to research and resolve issues to completion
• Adaptability to a constant changing work environment the face of day to day changes to processes
• Strong organizational skills and attention to detail
• Proven ability to effectively communicate to internal and external business providers

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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Requisition #: 2026-119923

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Requirements

2026-119923