Specialist, Operations
3 days ago• Austin, TX
Fairlawn, OH
Pay range: USD $26.49 - $33.17 / Hour
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.
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.
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As a company, we were established by Chuck 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.
What you'll do:
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. A Specialist on the Specialty Services Team will support the day-to-day administration of Qualified Domestic Relations Orders, Death/QDRO Splits and Installments as well as RMDs. Tasks include, but are not limited to:
- Review and manage specialized distribution request volumes in key function areas such as death splits, Qualified Domestic Relations Order (QDRO) Splits, Installments and RMDs
- Assist internal partners, participants, alternate payees and client counsel to resolve issues and answer questions
- Creation of participant level communications
- Work through assigned cases in accordance with service level standards
- Participate in project work, as assigned
NOTE: We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
What you have
Required Qualifications:
- Extreme attention to detail
- Superior crtical & analytical thinking skills
Preferred Qualifications:
- Retirement industry knowledge, ASPPA designation a plus
- In-depth knowledge of regulations and plan design which governs processes such as 'Estates, QDROs, Installments and Required Minimum Distributions'
- College degree preferred
- Ability to work collaboratively and communicate effectively and professionally with various departments
- Ability to multi-task in a fast-paced 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 written communication, organizational skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Client-provided location(s): Austin, TX, Fairlawn, OH
Job ID: CharlesSchwab-2026-118568
Employment Type: OTHER
Posted: 2026-01-27T19:17:57
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Diversity, Equity, and Inclusion Program