Charles Schwab Retirement Operations Associate in Austin, Texas

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity

The goal of Plan Administration is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, an associate on the Disbursement Team is responsible for executing high volume processing of daily disbursements with a high rate of accuracy. In addition, we are expected to manage relationships with internal business partners while ensuring absolute compliance with all regulations and requirements of ERISA Law.

What you’ll do

The associate is expected to manage volumes of Distributions and Disbursements while understanding the many operational processes within the group. Position responsibilities include: responding to Client Service Team inquiries regarding Distribution and Disbursement activities, maintaining quality control and procedures, and creating process improvements in order to meet key deliverables and exceed client expectations. Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. Crucial to success is the 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. The successful candidate must have superior analytical skills; processing experience/knowledge of SRi is preferred, extensive knowledge of Microsoft Excel, Access and Word. The successful candidate will be able to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.

What you have

  • Extreme attention to detail

  • Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors

  • Ability to communicate effectively and professionally with various departments

  • Advanced knowledge of Microsoft Excel, Word and Access Database, creative thought process focusing on continuous process improvement

  • Detail-oriented problem-solver with the ability to interpret client and participant needs.

  • Exceptional organizational and analytical skills;

  • Familiarity with IRS Form 1099-R;

  • Retirement industry knowledge, ASPPA designation, required College degree or equivalent.

What you'll get

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Position Located In: TX - Austin