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.
The Trading and Transfer of Assets (TOA) Operations Team supports the daily trading and transfer activity of Charles Schwab Trust Bank’s (CSTB) institutional retirement clients. The team engages in various forms of trading including mutual funds, equities, ETFs, alternative investments, and non-registered securities. The team is also responsible for participant level rollovers between various retirement products, in addition to mass broker-to-broker transfers in-kind. The team enters and reconciles these trading and transfer transactions through a trust system for centralized reporting.
What you are good at:
Success Factors:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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