Specialist, Operations

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. This role is part of the Plan Administration & Implementation team and is responsible for record‑keeping for Defined Contribution Retirement Plans. The position is primarily in‑office with the possibility of working remotely one day per week after training.

• Manage volumes of incoming checks and documents, validate documents, and complete other requests from internal partners.
• Provide queue oversight, research, and respond to internal partner requests.
• Maintain quality control, document procedures, and create process improvements.
• Perform audit fulfillment to meet key deliverables while exceeding client and participant expectations.
• Coordinate activities across team members and manage multiple competing deadlines in a fast‑paced environment.

• Bachelor’s degree or equivalent work experience.
• Working knowledge of Microsoft Excel, Word, Access, and the Office suite.
• Exceptional organizational and analytical skills; extremely detail‑oriented.
• Ability to show initiative while meeting multiple competing deadlines and to multi‑task in a high‑pressure setting.
• Strong collaboration and communication skills with various departments.
• Creative, continuous improvement mindset and the ability to interpret client and participant needs.
• Entrepreneurial spirit and ability to coordinate team activities effectively.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service (eligible positions).
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.