Paralegal
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is expected to be in the office 4 days a week.
As a Paralegal in our Trading, Marketing and Operations Legal Group you will provide legal support for contracts related to exchange-traded funds and mutual fund product platforms, including assisting in drafting and negotiating contracts and providing support for contract administration such as tracking of negotiations and maintaining form agreements. This also includes assisting with researching, reviewing, and interpreting legal documents for validity, content, accuracy, and compliance with applicable regulatory requirements and firm guidelines.
Seeking excellent writing skills and proficient in contract drafting and negotiation, preferably in the financial services industry (e.g., mutual fund services and distribution agreements, data and reporting agreements, etc.). Ideally familiar with investment products and services offered through a major broker-dealer, and eager to learn new things and apply knowledge to innovate, improve and simplify processes. This is a great opporutnity to work with a collaborative legal team!
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:
Required Qualifications:
- 5-7 years legal experience in the securities industry (such as in a large broker-dealer or mutual fund firm) or in a law firm with direct contract drafting and administration experience.
- Basic familiarity with ETF and mutual fund regulatory filings and ability to research filings on the Securities and Exchange Commission regulatory filing website.
- Strong contract drafting skills and keen attention to detail.
- Ability to identify and analyze contractual issues and provide solutions.
- Desire to engage with counterparties and hone negotiation skills.
- Excellent oral and written communication skills.
- Strong organizational skills, able to prioritize well, and show flexibility as workloads fluctuate.
- Ability to work independently under general direction of legal counsel, and to engage directly with business counterparts on day to day and project initiatives.
Preferred Qualifications:
- Paralegal certificate a plus.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:
Required Qualifications:
- 5-7 years legal experience in the securities industry (such as in a large broker-dealer or mutual fund firm) or in a law firm with direct contract drafting and administration experience.
- Basic familiarity with ETF and mutual fund regulatory filings and ability to research filings on the Securities and Exchange Commission regulatory filing website.
- Strong contract drafting skills and keen attention to detail.
- Ability to identify and analyze contractual issues and provide solutions.
- Desire to engage with counterparties and hone negotiation skills.
- Excellent oral and written communication skills.
- Strong organizational skills, able to prioritize well, and show flexibility as workloads fluctuate.
- Ability to work independently under general direction of legal counsel, and to engage directly with business counterparts on day to day and project initiatives.
Preferred Qualifications:
- Paralegal certificate a plus.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.