Welcome page Returning Candidate? Log in Mutual Funds Trading Operations, Specialist Job Locations US-TX-Westlake | US-NE-Omaha Requisition ID 2025-117839 Posted Date 11 hours ago(12/16/2025 1:29 PM) Category Operations Salary Range USD $57,000.00 - $74,000.00 / Year Application deadline 12/23/2025 Position Type Full time Your Opportunity

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.

 

Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the Industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.

 

MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited too: Trading, Dividends, Sub Accounting and Vendor Relationships.

You must have the ability to maintain a good working relationship with our external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners.  To be successful, you will be adaptable to change and work collaboratively with cross-location business partners.

 

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 location.  

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

Minimum of 2+ years’ experience with the back-office operations of a brokerage or financial services firmExperience with vendor relations or sub accounting relative to Mutual FundsComplex problem-solving skillsStrong analytical, research, data entry and prioritization skillsProven experience collaborating across business unitsAbility to understand and mitigate riskExcellent written and verbal communication skillsProficient with Microsoft Outlook, Excel and Word

Preferred Qualifications:

Ability to maintain a positive attitude during times of heavy volume and/or changeStrong interpersonal and teamwork skillsAbility to maintain accuracy while processing large volumes of work under strict time constraintsDetailed orientatedBachelor's degreeSeries 7 & 63

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed

Why work for us?

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.

We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQs

Software Powered by iCIMS
www.icims.com