Salary: USD $45,000 - $65,000 / Year
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 & Implementation (PAI) 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. As a Specialist within PAI, you will be responsible for accurately executing high volumes of incoming documents, researching activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law. This group is responsible for supporting transactions that are triggered by the death or divorce of a client.
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You will be expected to client expectation by managing volumes of incoming of work, researching large lists of data, looking for data discrepancies, driving communications to participants, ensuring rules and regulations are met regarding 'Required Minimum Distribution (RMD)' requirements, and communicating with other departments. The specialist will be responsible for meeting all deadlines required to fulfill RMDs each year and process thousands of participant elections, specifically in the last part of the year.
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
- Ability to communicate effectively and professionally with various departments
- Working knowledge of MS Word and MS Access
- Higher level knowledge of MS Excel
- Creative thought process focusing on continuous process improvement
- Ability to interpret client and participant needs
- Exceptional organizational and analytical skills
- College degree or equivalent work experience
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 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