Sunday, January 29, 2012

Senior Specialist - Brokerage Operations

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Organization Objective/Purpose:
optionsXpress is a leading online options and futures brokerage and is now a subsidiary of The Charles Schwab Corporation.  optionsXpress believes options and futures trading tools should be powerful and easy-to-use.  The team at optionsXpress studies traders and trading, developing many innovations over the years for customers, including the All-in-One Trader Ticket that coaches traders through orders.  Dedicated to delivering powerful, easy-to-use trading tools and technology every day, optionsXpress is proud of its success at providing a great trading experience to individual investors. Now, as part of The Charles Schwab Corporation, optionsXpress is proud to offer access to financial advice and additional brokerage services through Charles Schwab & Co., Inc. as well as banking services through Schwab Bank.
Brief Description of Role:
The Sr. Specialist will have dividend and tax reporting experience.  In this role, they will be responsible for the daily reconciliation of income payments from DTCC and JPMorgan/Chase.
Responsibilities include:
  • Proper credit to customer accounts to ensure that the income is properly recorded for tax reporting purposes.
  • Payments of foreign securities which involves foreign withholding taxes and making sure that the taxes withheld are done at the correct tax treaty rate
  • Working closely with the tax team to process any year end income reallocations.

Skills and Qualifications:
  • A minimum 3 to 5 years brokerage operations experience with good working knowledge of dividends, corporate actions, tax reporting and account reconciliation.
  • Experience with DTCC
  • Dividend and tax reporting experience is ideal
  • College degree preferred, but not required.
  • Experience working with various SunGard products: Phase3, Wall Street Concepts and WealthStation is a plus.


Apply for Job Here

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