Senior Retirement Ops Specialist - Process & Compliance Leader

Charles Schwab Corporation; Austin (TX); On-site; USD 70,000 - 105,000; Full time

Job summary

Charles Schwab Corporation's Retirement Plan Services seeks a Sr Specialist in Retirement Ops to oversee high-volume processing of complex disbursements, research historical activity, and ensure ERISA compliance. The role emphasizes accuracy, regulatory adherence, and collaboration with internal partners in an on-site environment in Austin, TX.

The Sr Specialist must demonstrate extreme attention to detail, strong multitasking capabilities, and the ability to drive process improvements while

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

• Oversee high-volume processing of complex disbursements and distributions.
• Research historical activity and mitigate risk.
• Maintain quality control and procedures; create process improvements.
• Train new employees and streamline workflows to meet deliverables.
• Meet multiple deadlines with attention to accuracy and regulatory compliance.

Skills

Qualified Retirement Plan Admin

Attention to detail

Multi-tasking under deadlines

Cross-department communication

Process improvement

Analytical skills

Tools

Microsoft Office

Microsoft Copilot

Job description

Charles Schwab Corporation's Retirement Plan Services seeks a Sr Specialist in Retirement Ops to oversee high-volume processing of complex disbursements, research historical activity, and ensure ERISA compliance. The role emphasizes accuracy, regulatory adherence, and collaboration with internal partners in an on-site environment in Austin, TX.

The Sr Specialist must demonstrate extreme attention to detail, strong multitasking capabilities, and the ability to drive process improvements while