Retirement Operations Specialist

Job Description

Your 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, a Specialist on the Receipts Team is responsible for executing high volume processing of Plan Sponsor payrolls and synoptic files with a high rate of accuracy. In addition, we are expected to maintain relationships with internal business partners while ensuring absolute compliance with all regulations and requirements of ERISA Law.

What you are good at

The Specialist is expected to lead and support the daily processing of incoming payroll and synoptic files while understanding the many operational processes within the group. Position responsibilities include: Accurately and efficiently process incoming synoptic and contribution related data to ensure participant account information is updated timely and accurately, responding to Client Service Team inquiries regarding payroll processing activities, maintaining quality control and procedures, and creating process improvements in order to meet key deliverables and exceed client expectations. Flexibility and utmost attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple contending deadlines is vital to success in this position. 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 is also crucial.

What you have

• Outstanding analytical skills
• Ability to work collaboratively and communicate effectively and professionally with various departments
• Utmost attention to detail
• Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors
• Creative thought process focusing on continuous process improvement
• A passion for in depth research and issue resolution
• Ability to interpret client and participant needs
• Outstanding organizational and analytical skills
• Bachelor’s degree or equivalent

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.