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Financial Consultant Banking & Finance

Trade Settlement & TAS Specialist

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services leader seeks a Trading Operations representative in Lone Tree, Colorado. This role involves providing settlement services for Investment Advisors executing trades away from the firm while ensuring compliance with SEC and FINRA regulations. Candidates should have at least 2 years of experience in financial services and strong customer contact and communication skills. The position offers growth opportunities and a competitive benefits package, including a 401(k) plan and paid parental leave.
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