Specialist, Operations -Retirement Plan Administration

Welcome to Charles Schwab, a leading provider of financial services and retirement plan solutions. We are currently seeking a highly skilled and motivated individual to join our team as a Specialist, Operations - Retirement Plan Administration. In this role, you will be responsible for managing the day-to-day operations of our retirement plan administration services, ensuring the highest level of service and support for our clients. We are looking for a detail-oriented and organized individual with a strong understanding of retirement plans and regulations. If you are passionate about helping others achieve their financial goals and have the qualifications we are looking for, we encourage you to apply.

1. Manage day-to-day operations of retirement plan administration services.
2. Ensure the highest level of service and support for clients.
3. Maintain a thorough understanding of retirement plans and regulations.
4. Provide accurate and timely communication with clients regarding their retirement plans.
5. Troubleshoot and resolve any issues or concerns raised by clients.
6. Collaborate with other team members to ensure smooth and efficient operations.
7. Stay up-to-date with industry trends and changes in retirement plan regulations.
8. Monitor and maintain data integrity and accuracy within retirement plan systems.
9. Conduct regular audits to ensure compliance with internal policies and procedures.
10. Assist in the development and implementation of new processes and procedures.
11. Train and mentor new team members on retirement plan administration.
12. Act as a liaison between clients and internal departments, such as sales and compliance.
13. Participate in meetings and presentations with clients to provide updates on retirement plan operations.
14. Maintain confidentiality of sensitive client information.
15. Continuously strive to improve and streamline retirement plan administration processes.

According to JobzMall, the average salary range for a Specialist, Operations -Retirement Plan Administration in Austin, TX, USA is $50,000 - $75,000 per year. This may vary depending on experience, education, and specific job duties. Some employers may offer additional benefits such as bonuses or retirement plans.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.