Trading Operations Associate – ETF Trading Operations

Role Overview

Trading Operations Associate | Charles Schwab. This is an entry-level, full-time role to be performed on site in specified locations. The role supports the daily trading activity of Charles Schwab Trust Bank’s (CSTB) institutional retirement clients.

• Manage:
  Oversee the ETF trading product as an initial core responsibility within the team.
• Execute:
  Monitor and assist in the successful execution of various trades, including mutual funds, equities, ETFs, alternative investments, and non-registered securities, for institutional retirement clients.
• Collaborate:
  Work across the team and with external clients, management, and business partners to support daily trading activities and special handling events.
• Enhance:
  Proactively review daily operational processes to determine and implement improvements, contributing to the efficiency and evolution of the business unit.
• Learn:
  Develop a comprehensive understanding of the retirement industry and equity markets, expanding into various functions across the Specialized Trading Operations team and engaging in impactful projects.

• Background:
  This is an entry-level position within the financial services industry, requiring a strong interest in how markets function.
• Experience:
  
  Demonstrated ability to quickly learn, process information, and identify improvements in daily operational workflows. Proven capability to execute independent processes while effectively working within a team structure.
• Skills:
  
  Excellent communication skills for interacting with external clients, management, and business partners. Strong analytical skills for researching and resolving complex issues.
• Bonus: A Bachelor’s Degree and intermediate Excel proficiency are preferred qualifications that will contribute to immediate success in this role.