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Specialist, Retirement Operations

Charles Schwab

Austin, TX, United States Full-time July 18, 2026
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Vacancy 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 daily receipts items 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 Specialist is expected to manage volumes of Receipt related items while understanding the many operational processes within the group. Position responsibilities include responding to Client Service Team inquiries regarding payroll activities, maintaining quality control and procedures, and creating process improvements in order to meet key deliverables and exceed client expectations. Proc...

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