Senior Specialist in Retirement Plan Services

2 weeks ago


Austin, Texas, United States Charles Schwab Full time

Elevate your career with a pivotal role at Charles Schwab in the finance sector

We are looking for a Senior Specialist with a strong background in Receipts management and Defined Contribution Retirement Plans. This position involves fostering relationships with internal stakeholders, ensuring adherence to ERISA regulations, and driving continuous operational improvements. Your responsibilities will encompass addressing inquiries, rectifying contribution discrepancies, and executing process enhancements to surpass client expectations.

To thrive in this role, you should demonstrate:

  • Exceptional attention to detail
  • Ability to manage multiple tasks with precision
  • Strong collaborative skills
  • Proficiency in Microsoft Excel, Word, and Access
  • Comprehensive understanding of recordkeeping systems
  • Familiarity with IRS Form 1099-R
  • Proactive approach to problem-solving
  • Outstanding organizational and analytical capabilities

Alongside a competitive salary, this position offers opportunities for bonuses and incentives, allowing for professional growth and advancement.

Why choose Charles Schwab?

At Charles Schwab, we are committed to empowering our employees to realize their full potential and achieve their aspirations. Be part of our mission to transform the wealth management landscape and contribute to a promising future.

Benefits: Our extensive benefits package is designed to enhance your well-being both now and in the future, enabling you to excel in your professional and personal endeavors.



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