Retirement Plans Ops Processing Specialist — Precision & Impact

Charles Schwab; Richfield Township (OH); Sur place; USD 48 000 - 64 000; Plein temps

Résumé du poste

Charles Schwab is seeking a detail-oriented Specialist to support defined contribution retirement plan recordkeeping. The role focuses on processing high volumes of documents, validating data, and replying to internal partners with accuracy.

You will collaborate across departments to ensure regulatory compliance, audit readiness, and timely client deliverables in a fast-paced environment on-site in Richfield Township, OH.

Qualifications

• Bachelor's degree or equivalent work experience.
• Proficient in Microsoft Office, Excel and Word.
• Strong organizational, analytical, and detail-oriented abilities.

Responsabilités

• Handle high volumes of incoming documents and validation tasks.
• Research activity and respond to internal partner requests with accuracy.
• Maintain quality control, procedures, and audit fulfillment to meet deliverables.
• Identify and implement process improvements to increase efficiency and compliance.
• Support service levels and timely execution across departments in a fast-paced environment.

Connaissances

Analytical skills

Detail-oriented

Multi-tasking

Formation

Bachelor's degree or equivalent work experience

Outils

Microsoft Office

Excel

Word

Description du poste

Charles Schwab is seeking a detail-oriented Specialist to support defined contribution retirement plan recordkeeping. The role focuses on processing high volumes of documents, validating data, and replying to internal partners with accuracy.

You will collaborate across departments to ensure regulatory compliance, audit readiness, and timely client deliverables in a fast-paced environment on-site in Richfield Township, OH.