Retirement Operations Specialist
Your opportunity
At Schwab, youre 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.
The goal of Plan Administration is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist on the Receipts Team is responsible for executing high volume processing of Plan Sponsor payrolls and synoptic files with a high rate of accuracy while understanding the many operational processes within the group and ensuring participant account information is updated timely and accurately. In addition, you are expected to manage relationships with internal business partners and responding to Client Service Team inquiries, while ensuring absolute compliance with all regulations and requirements of ERISA Law. You will maintain quality control and procedures and create process improvements to meet key deliverables and exceed client expectations.
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
Superior analytical skills
Ability to work collaboratively
Communicate effectively and professionally with various departments
Extreme attention to detail
Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors
Creative thought process focusing on continuous process improvement
A passion for in depth research and issue resolution
Ability to interpret client and participant needs
Exceptional organizational and analytical skills
Bachelors degree or equivalent experience
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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
Apply Now
At Schwab, youre 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.
The goal of Plan Administration is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist on the Receipts Team is responsible for executing high volume processing of Plan Sponsor payrolls and synoptic files with a high rate of accuracy while understanding the many operational processes within the group and ensuring participant account information is updated timely and accurately. In addition, you are expected to manage relationships with internal business partners and responding to Client Service Team inquiries, while ensuring absolute compliance with all regulations and requirements of ERISA Law. You will maintain quality control and procedures and create process improvements to meet key deliverables and exceed client expectations.
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
Superior analytical skills
Ability to work collaboratively
Communicate effectively and professionally with various departments
Extreme attention to detail
Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors
Creative thought process focusing on continuous process improvement
A passion for in depth research and issue resolution
Ability to interpret client and participant needs
Exceptional organizational and analytical skills
Bachelors degree or equivalent experience
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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
Apply Now