Senior Charitable Banking Operations Specialist – Onsite

The Charles Schwab Corporation; Orlando (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision

Job summary

The Charles Schwab Corporation is seeking a detail-oriented operations professional in Orlando, FL. The role supports the Charitable Operations team within Banking Operations, handling complex regulatory and operational tasks across multiple systems.

Qualified candidates will have Series 7 and 63 licenses, 3–5 years of experience in money movement, trading, or account solutions, and a BA/BS is preferred. Hybrid/onsite expectations and extended hours during peak season are noted.

Qualifications

• Must be able to manage multiple complex tasks across several systems.
• Strong attention to detail when handling regulatory and operational details.
• Excellent written and verbal communication with internal partners.

Skills

Attention to detail

Time management

Communication

Problem solving

Team collaboration

Education

BA/BS degree

Tools

Excel

Word

Outlook

Job description

The Charles Schwab Corporation is seeking a detail-oriented operations professional in Orlando, FL. The role supports the Charitable Operations team within Banking Operations, handling complex regulatory and operational tasks across multiple systems.

Qualified candidates will have Series 7 and 63 licenses, 3–5 years of experience in money movement, trading, or account solutions, and a BA/BS is preferred. Hybrid/onsite expectations and extended hours during peak season are noted.