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Trading Operations & Reconciliation Specialist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-03-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A leading investment management firm in Texas seeks an experienced professional to join their Separately Managed Accounts Reconciliation Team. The role involves reviewing transactions for client accounts, cash and position reconciliation, and monitoring corporate actions. Required qualifications include a Bachelor’s Degree and 3+ years of experience in financial operations. Strong communication and relationship building skills are essential. The position is based on-site, emphasizing collaboration and can include bonus opportunities.
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