Charles Schwab Operations Specialist in Austin, Texas
Austin - TX, AUS2, 2309 Gracy Farms Lane, 78758
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
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 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 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 extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing 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:
Superior analytical skills
Ability to work collaboratively and communicate effectively and professionally with various departments
Extreme 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
Exceptional organizational and analytical skills
Bachelor’s degree or equivalent
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Analyst/Strategy-2-5 yrs, Retirement Services-2-5 yrs, Brokerage Operations-2-5 yrs, Analyst/Strategy-6+ yrs, 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-2-5 yrs
Position Located In: TX - Austin
Job Type: Full Time
Activation Date: Wednesday, June 20, 2018
Expiration Date: Sunday, September 30, 2018