Charles Schwab Specialist Operations, Move Money Solutions Charitable in Orlando, Florida


Orlando - FL, ORL2, 1958 Summit Park Dr, 32810

Tammie Raven


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Move Money Solutions, Charitable Operations Team provides trading and operational support for Schwab Charitable Fund. Our goal is to provide world class service experience to a customer base that is increasingly affluent and sophisticated.

What you’ll do:

The Move Money Solutions Specialist in Charitable Operations will assist the team in opening and funding charitable gift accounts, equities trading, cashiering, grant check disbursement, statistical processing, database support and general operations. The Specialist must be customer focused and comfortable working with a diverse group of employees of the Donor Relations and Grant Teams of the Fund, including Management and Officers. This position may be called upon to work on special projects and supervise the work of contractors during high volume periods.

What you have:

  • 3-5 years experience in Brokerage Operations highly preferred

  • Experience processing

  • Strong customer service skills

  • Excellent written and verbal communication

  • Ability to work accurately and effectively under pressure and within deadlines

  • Strong computer aptitude is required particularly MS Excel, as well as knowledge of Schwab propriety systems and trading platforms

  • Flexible with regard to both schedule and role as both may change with little notice in response to market activity and business demand

  • Strong desire and commitment to quality control and maintaining service standards

  • Ability to quickly make decisions that appropriately balance risk and service

  • Ability to effectively and professionally communicate financial and technical information to customers and colleagues with varying levels of subject matter expertise

  • Bachelor’s Degree preferred

  • Ability to work additional hours during high volume business periods (December) and possibly weekends

You’ll demonstrate these behaviors:

  • Initiative (Delivers Results) - Identifying what needs to be done and doing it before being asked to or required by the situation

  • Results Orientation (Disciplined and Delivers Results) - Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them

  • Flexibility (Emotionally Mature) - Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Brokerage Operations-2-5 yrs

Position Located In: FL - Orlando

Education: HS/GED

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Wednesday, May 16, 2018

Expiration Date: Thursday, May 24, 2018

Apply Here