Charles Schwab · 10 hours ago
Sr. Specialist, Trading & Trade Support
US-TX-Westlake
Full-time
Onsite
Mid, Senior Level
$50K/yr - $90K/yr
3+ years expCharles Schwab is a leading financial services company that empowers its employees to make an impact on their careers. The Sr. Specialist, Trading & Trade Support role focuses on reviewing transactions for client accounts, ensuring data integrity, and collaborating with external vendors and internal partners to resolve issues and support the trading operations.
Financial Services
Responsibilities
Review transactions for client accounts
Cash and position reconciliation
Monitor and process corporate actions
Identifying, investigating, and resolving cash, position, and performance, issues
Communicating with and monitoring our external vendors (custodians, accountants, etc.) and internal partners
Ensure data integrity and assist with system maintenance
Network with senior personnel internally and externally to resolve issues, gain needed information, and influence outcomes for team
Qualification
Required
Bachelor's Degree Required
Understanding of Equity, Fixed Income, and Derivative Securities
Ability to reconcile cash and share positions timely
Knowledge of Corporate Actions and Corporate Action Processing
3+ years of experience in financial operations
Ability to work a flex 8 hour schedule 7:00am – 5:00 pm EST, 8:00am – 6pm EST
Experience with separately managed accounts
Preferred
Demonstrate good judgment in selecting methods and techniques for obtaining solutions
Require little instruction on day-to-day work in operational processes
Ability to identify and solve issues proactively and independently
Strong communication, teamwork, and relationship building skills
Vestmark, Bloomberg, Investortools Perform systems experience preferred
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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