Senior Retirement Operations Specialist

Charles Schwab; Austin (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after every 5 years of 1

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Austin, TX, seeks a Sr Specialist in Retirement Operations to oversee high-volume distributions, research activity, and ensure ERISA compliance. You will train staff, refine processes, and coordinate across internal partners to meet tight deadlines with accuracy.

The role emphasizes attention to detail, initiative, and the ability to balance multiple priorities while delivering trusted client service and risk mitigation.

Qualifications

• 2 years of experience in Qualified Retirement Plan Administration.
• Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
• Extreme attention to detail with situational awareness and solution delivery.
• Effective cross-department communication and collaboration.
• Focus on continuous process improvement and risk mitigation.
• Strong organizational and analytical capabilities.

Responsibilities

• Oversee high-volume processing of complex disbursements and distributions.
• Research historical activity and respond to internal partner inquiries.
• Maintain quality control and procedures; train new employees.
• Create process improvements and streamline workflows to meet deliverables.
• Mitigate risk and ensure compliance with ERISA requirements.
• Perform large-dollar reviews and manage deadlines across tasks.
• Collaborate with internal business partners to support service levels.

Skills

Retirement plan administration

Multi-tasking

Attention to detail

Cross-department communication

Process improvement

Organizational skills

Analytical skills

Education

ASPPA designation preferred

Tools

SRI recordkeeping system

Microsoft Office

Microsoft Copilot

Job description

Charles Schwab in Austin, TX, seeks a Sr Specialist in Retirement Operations to oversee high-volume distributions, research activity, and ensure ERISA compliance. You will train staff, refine processes, and coordinate across internal partners to meet tight deadlines with accuracy.

The role emphasizes attention to detail, initiative, and the ability to balance multiple priorities while delivering trusted client service and risk mitigation.