Retirement Operations Specialist – ERISA & Beneficiaries

Charles Schwab Corporation; Austin (TX); On-site; USD 55,000 - 78,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX seeks a Specialist in Operations within Workplace Services. The role focuses on ERISA recordkeeping for Defined Contribution Retirement Plans, including beneficiary determinations and QDRO-related tasks, with expectation of cross-team collaboration and strict regulatory compliance.

The ideal candidate will have a Bachelor's degree or equivalent work experience, strong analytical skills, and proficiency in Microsoft Office (Excel, Access, Word) with

Qualifications

• Bachelor's degree or equivalent work experience.
• Working knowledge of Microsoft Office, Excel and Word.
• Experience with ERISA compliance and recordkeeping is a plus.

Responsibilities

• Follow plan document rules and ERISA requirements.
• Manage relationships with internal business partners.
• Process Required Minimum Distributions (RMDs) for participants and beneficiaries.
• Follow QDRO split instructions and calculation methods.

Skills

Analytical skills

Detail-oriented

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Excel

Access

Word

Copilot

Job description

Charles Schwab Corporation in Austin, TX seeks a Specialist in Operations within Workplace Services. The role focuses on ERISA recordkeeping for Defined Contribution Retirement Plans, including beneficiary determinations and QDRO-related tasks, with expectation of cross-team collaboration and strict regulatory compliance.

The ideal candidate will have a Bachelor's degree or equivalent work experience, strong analytical skills, and proficiency in Microsoft Office (Excel, Access, Word) with