Senior Specialist in Retirement Plan Services
1 week ago
Elevate your career with Charles Schwab as a Senior Specialist in Retirement Plan Services
We are looking for a seasoned professional with a strong background in Receipts management and Defined Contribution Retirement Plans. In this pivotal role, you will be tasked with nurturing relationships with internal stakeholders, ensuring adherence to ERISA regulations, and driving continuous enhancements in operational workflows. Your daily responsibilities will encompass addressing inquiries, rectifying contribution discrepancies, and executing process improvements to surpass client expectations.
To thrive in this position, you should demonstrate:
- Exceptional attention to detail
- Effective multitasking capabilities with minimal errors
- 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 skills
This role not only offers a competitive salary but also includes bonus and incentive opportunities, paving the way for professional growth and advancement.
Why consider a career with us?At Charles Schwab, we are committed to empowering our employees to achieve their fullest potential and realize their aspirations. Become part of our mission to transform the wealth management landscape and contribute to a promising future.
Benefits: Our extensive benefits package is designed to support your well-being both in the present and for the future, enabling you to excel in both your professional and personal endeavors.
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