Charles Schwab Retirement Operations Associate in Austin, Texas


Austin - TX, AUSTINB, 12401 Research Blvd, 78759

Christal Lynn Fortunato


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 at 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 Core Administration Team operates in an environment that allows them to be an advocate for the client or participant by leveraging their industry, systems and process expertise. Core administration is responsible for the execution, design and consulting on all aspects related to plan distribution and loan functions, payroll and check processing, along with the delivery of statements, participant fee disclosure, and many other service critical functions.

What you’ll do:

Receipts Team Associates manage the reconciliation process of incoming retirement plan contributions and loan repayments against control totals and funding provided by the client. This role requires daily interaction with plan sponsor contacts (email and phone). Associates research and resolve complex contribution processing issues and must be responsive to inquiries and requests from internal partners and clients.

  • Manage and support daily processing of Receipts Team related functions within Schwab Retirement Plan Services.

  • Accurately and efficiently process synoptic and contribution related data to ensure participant account information is updated.

  • Work with internal and external partners on payroll issue analysis and resolution.

  • Ensure that daily work is processed in a timely manner by monitoring workflow process and escalating issues to appropriate manager when necessary.

  • Identify opportunities to improve service quality, productivity, and expense control.

  • Adhere to existing policies, procedures, and guidelines.

  • Obtain retirement plan industry training.

What you have:

  • Basic working knowledge of computer and related software applications that may include Excel, Word, and Access.

  • Experience with SRI recordkeeping trust accounting system a plus.

  • Ability to process detailed data accurately and efficiently for retirement plans. Knowledge of compliance/legal rules and regulations and how they relate to daily operations and interaction with pension administrators and plan sponsors.

  • Excellent client contact skills and the ability to build and maintain strong client relationships.

  • Strong analytical skills and ability to prioritize and coordinate multiple processes.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs

Position Located In: TX - Austin

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Monday, July 10, 2017

Expiration Date: Wednesday, July 26, 2017

Apply Here