Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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, the Receipts Senior Specialist position is responsible for executing daily responsibilities for Receipts activity, managing relationships with internal business partners, maintaining, and testing various internal and vendor-supplied systems, while ensuring absolute compliance with all regulations and requirements of ERISA Law.

The Senior Specialist is the knowledge expert and workflow coordinator for all Receipts related processes. You would be responsible for understanding all operational processes within the group, executing appropriate risk mitigation, enhancing operational controls while improving efficiency through process improvements and be the subject matter expert within the team. Your responsibilities include responding to Client Service Team inquiries regarding payrolls funding, and all Receipts activities, policies, and procedures, providing guidance to team members to ensure accurate and timely processing, maintaining quality control and procedures, processing complex contribution corrections, and creating process improvements in order to meet key deliverables and exceed client expectations. The Sr. Specialist position is a leadership position within the unit and is responsible for creating and maintaining a positive work environment that fosters employee engagement.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Extreme attention to detail Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors Ability to work within a team Ability to communicate effectively and professionally with various departments Advanced knowledge of Microsoft Excel, Word and Access Database maintenance, creative thought process focusing on continuous process improvement Detail-oriented, problem-solver with demonstrated ability to work with numbers and interpret client and participant needsExceptional organizational and analytical skillsFamiliarity with IRS Form 1099-RRetirement industry knowledge and ASPPA designationCollege degree or equivalent experienceAdvanced knowledge of our SRI recordkeeping system Proficient with all operational processes within the groupAble to fulfill complex payroll processing needsProactive member of corrections team capable of efficiently processing complex corrections with the highest qualityAble to cultivate and maintain professional relationships with our sophisticated plans and sensitive clientsExcellent research skills and able to find solutions to unique issues with the client's and company's best interest in mindAble to develop and maintain procedures and best practice guidelines
What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job