Specialist, Retirement Operations

Charles Schwab Inc.•Austin, TX

2d•$26 - $32•Onsite

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

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
Retirement industry knowledge
ASPPA designation
College degree or equivalent

Nice To Haves

Processing experience/knowledge of SRi is preferred
Extensive knowledge of Microsoft Excel, Access and Word

Responsibilities

Manage volumes of Receipt related items while understanding the many operational processes within the group.
Respond to Client Service Team inquiries regarding payroll activities.
Maintain quality control and procedures.
Create process improvements in order to meet key deliverables and exceed client expectations.
Process employment retirement plan contributions received through payroll and accurately apply them within the recordkeeping system.
Coordinate activities of team members and processing transactions to achieve success with minimal errors.
Work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.