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Trading Operations Specialist - On-Site Settlement & Service

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking a Trade Away Service (TAS) representative to provide settlement services for Investment Advisors managing multiple trading relationships. You will support trade settlement activities, maintain proper documentation, and collaborate with Settlement Operations and Advisor Services teams across locations.

The role requires at least 2 years in financial services, knowledge of settlement operations, and strong communication skills.

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