Charles Schwab · 10 hours ago
Operations Distribution Specialist, Retirement Plan Services
US-TX-Austin
Full-time
Onsite
Entry Level
$55K/yr - $69K/yr
1+ years expCharles Schwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. The Operations Distribution Specialist in Retirement Plan Services is responsible for processing complex disbursements and distributions, managing internal relationships, and ensuring compliance with regulations while delivering exceptional client service.
Financial Services
Responsibilities
Accurately executing high volume processing of complex disbursements and distributions
Researching historical activity
Managing relationships with internal business partners
Ensuring absolute compliance with all regulatory requirements of ERISA Law
Managing volumes of disbursement and distribution requests
Understanding the many operational processes within the group
Queue oversight and processing
Researching and responding to internal partner requests
Maintaining quality control and procedures
Creating process improvements
Performing audit fulfillment to meet key deliverables while exceeding client and participant expectations
Coordinating activities of team members and processing transactions to achieve success with minimal errors
Qualification
Required
Extreme attention to detail
Proficient in multi-tasking
Communicates effectively and professionally with various departments
Advanced knowledge of Microsoft Office
Preferred
Minimum of 1 ½ years' experience working within the SRI recordkeeping system, at a depth that allows for creativity in facilitating customer requests that challenges the traditional workflows or capabilities
In-depth knowledge of regulations and plan design which governs processes such as Termination Distributions, In-Service Withdrawals, and Required Minimum Distributions
Creative thought process focusing on continuous process improvement
Ability to interpret client and participant needs
Exceptional organizational and analytical skills
Retirement industry knowledge/ASPPA designation
Familiarity with IRS Form 1099-R/Banking logistics
College degree or equivalent work experience
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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