On-Site Retirement Plans Operations Specialist

Charles Schwab Corporation; Richfield Township (OH); Presencial; USD 60 000 - 80 000; Tempo integral

Resumo da oferta

Charles Schwab Corporation in Richfield Township, OH seeks a detail-oriented Specialist to handle high-volume document processing, data validation, and partner communication. The role emphasizes ERISA compliance and timely deliverables within a fast-paced environment.

Requires a Bachelor's degree or equivalent and strong Microsoft Office skills (Excel, Word); excellent analytical, organizational, and multi-tasking abilities are essential.

Qualificações

• Bachelor's degree or equivalent work experience
• Working knowledge of Microsoft Office, Excel and Word
• Excellent organizational, analytical, and detail-oriented abilities
• Ability to multi-task in a fast-paced environment with deadlines
• Strong collaboration and communication across departments

Responsabilidades

• Process high volumes of incoming documents with accuracy and timeliness
• Validate documents and respond to internal partner requests
• Oversee queues, research inquiries, and drive process improvements
• Perform audit fulfillment to meet deliverables and ensure client satisfaction

Descrição da oferta de emprego

Charles Schwab Corporation in Richfield Township, OH seeks a detail-oriented Specialist to handle high-volume document processing, data validation, and partner communication. The role emphasizes ERISA compliance and timely deliverables within a fast-paced environment.

Requires a Bachelor's degree or equivalent and strong Microsoft Office skills (Excel, Word); excellent analytical, organizational, and multi-tasking abilities are essential.