Charles Schwab Trading and Trade Support Associate in Boston, Massachusetts

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:

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model. Windhaven is a wholly owned subsidiary of Charles Schwab and is located in Boston, MA.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.

What you’ll do:

The Associate will provide support to the trading team to ensure that operations and trading are completed efficiently and accurately. Must be able to start work at 7AM to begin the morning data downloads and reconciliation of various custodians’ data between the in-house system and the custodians. The Associate will ensure the trading system (CRD) is updated and available for use at 9:30 EST as well as maintain data integrity within the portfolio accounting software (PortfolioCenter).

The Associate will also:

  • Check prior day trades to ensure account compliance with model selection

  • Label new accounts as well as perform daily/weekly checks to validate account labeling in PortfolioCenter

  • Review custodian alerts and restrictions against internal systems

  • Send trade confirms and assist with trade settlement for accounts traded using a DVP account.

  • Work with trading and compliance to create and maintain procedures and documentation for trading/operations best practices.

  • Support trading team with communication between trading partners and custodians during portfolio rebalancing.

  • Assist with daily trade execution data analysis.

What you have:

  • Bachelor’s degree required

  • Experience at a financial firm desired, but not mandatory

  • Excellent communication and interpersonal skills

  • Excellent finance or math skills

  • Attention to detail and strong organizational skills

  • Proficient with Microsoft products Excel, Word and PowerPoint. Ability to quickly learn new software applications.

  • Must be highly ethical, reliable and trustworthy

  • Interest in gaining knowledge about investment management

To learn more about the culture at Schwab, click here to meet our people at .

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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.

Position Located In: MA - Boston