Senior Retirement Operations Specialist: Disbursements & Compliance

Charles Schwab; Austin (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Health, dental and vision insurance

Paid time off and sabbatical options

Job summary

Charles Schwab is seeking a Sr Specialist in Retirement Operations to oversee high-volume disbursement processing and complex research. You will work with internal partners, ensure ERISA compliance, and drive quality control while mentoring new staff.

This role emphasizes attention to detail, process improvement, and timely delivery of client-focused outcomes in a collaborative, office-based environment.

Qualifications

• 2 years of experience in Qualified Retirement Plan Administration.
• Ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors
• Extreme attention to detail while demonstrating situational awareness and delivering effective solutions
• Communicates effectively and professionally with experience collaborating across various departments
• Creative thought process focusing on continuous process improvement
• Exceptional organizational and analytical skills

Responsibilities

• Oversight of high-volume processing of complex disbursements and distributions
• Research historical activity and respond to inquiries from internal partners
• Maintain quality control, procedures, and risk mitigation
• Train new employees and streamline workflows to meet deliverables
• Ensure compliance with ERISA requirements and regulatory standards
• Collaborate across departments to exceed client expectations

Skills

Attention to detail

Multitasking

Communication skills

Analytical skills

Organizational skills

Problem solving

Education

ASPPA designation preferred

Tools

SRI recordkeeping system

Microsoft Office

Microsoft Copilot

Job description

Charles Schwab is seeking a Sr Specialist in Retirement Operations to oversee high-volume disbursement processing and complex research. You will work with internal partners, ensure ERISA compliance, and drive quality control while mentoring new staff.

This role emphasizes attention to detail, process improvement, and timely delivery of client-focused outcomes in a collaborative, office-based environment.