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About the Role
The Sr Specialist within RPS Retirement Ops is responsible for providing oversight over high volume processing of complex disbursements and distributions, researching historical activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law. The goal of Retirement Operations is to meet the needs of Schwab Retirement Plan Services (RPS) by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans.
Responsibilities
- Provide oversight of high volumes of distributions and handle complex research inquiries related to those distributions.
- Respond to internal partner inquiries.
- Maintain quality control and procedures.
- Create process improvements.
- Mitigate risk.
- Train new employees.
- Perform large dollar review.
- Streamline workflows to meet key deliverables and exceed client expectations.
- Demonstrate flexibility and extreme attention to detail.
- Show initiative in researching tasks.
- Exhibit entrepreneurial spirit.
- Meet multiple competing deadlines.
- Process transactions to achieve success with minimal errors.
- Coordinate activities of team members.
- Facilitate customer requests.
- Research system and operational issues.
- Challenge traditional workflows or capabilities.
- Provide system oversight of requests to ensure they meet their service level agreements.
Requirements
- 2 years of experience working in Qualified Retirement Plan Administration
- Ability to multi-task in a fast-paced, daily-deadline-driven environment
- Extreme attention to detail
- Situational awareness
- Ability to deliver effective solutions
- Experience collaborating across various departments
- Creative thought process focusing on continuous process improvement
- Exceptional organizational and analytical skills
- Experience working within the SRI recordkeeping system
- Experience with participant directed distributions
- In-depth knowledge of regulations and plan design which governs processes such as participant directed distributions
- Ability to interpret client and participant needs
- Knowledge of Microsoft Office Applications & Microsoft Copilot
Skills
- Qualified Retirement Plan Administration
- Multi-tasking
- Attention to detail
- Situational awareness
- Problem solving
- Collaboration
- Process improvement
- Organization
- Analytical skills
- SRI recordkeeping system
- Participant directed distributions
- Regulatory knowledge
- Plan design
- Client needs interpretation
- Microsoft Office Applications
- Microsoft Copilot
Location
- On site
Work Type
- On site
- Full-time
Experience Level
- 2 years of experience
Education Level
- ASPPA designation preferred
Salary/Compensations
- Eligible for bonus or incentive opportunities
About the Company
- At Schwab, you’re empowered to make an impact on your career.
- Innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.