Mutual Fund Specialist, Data Entry

Charles Schwab • Westlake, TX

109d

About The Position

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 daily receipts items with a high rate of accuracy. In addition, we are expected to manage relationships with internal business partners while ensuring absolute compliance with all regulations and requirements of ERISA Law.

Requirements

• College degree or equivalent experience.
• Superior analytical skills.
• Ability to work collaboratively and 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.

Nice To Haves

• Retirement industry knowledge.
• ASPPA designation.

Responsibilities

• Manage volumes of Receipt related items while understanding the many operational processes within the group from payroll processing to payroll funding.
• Respond to Client Service Team inquiries regarding payroll activities.
• Ensure trades are completed timely.
• Maintain quality control and procedures.
• Create process improvements in order to meet key deliverables and exceed client expectations.
• Coordinate activities of team members and process transactions to achieve success with minimal errors.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree