Pay range: USD $53,000.00 - $65,000.00 / 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. Specifically, this Specialist role within PAI is responsible for providing oversight of various regulatory and conversion reporting queues, creating and fulfilling participant regulatory notices, supporting conversion notices, and managing client document approvals via the DocuSign system.
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What You'll Do:
A Specialist is expected to provide oversight of various participant regulatory and conversion notice queues and identifying creative solutions to unique client needs. The position responsibilities include, but are not limited to, responding to internal partner inquiries, fulfillment of participant regulatory and legal notices, Docusign fulfillment, maintaining quality control and procedures, creating process improvements, mitigating risk, performing participant notice reviews, and streamlining workflows to meet key deliverables and exceed client expectations. They must also demonstrate flexibility and extreme attention to ensure the accuracy of communications being delivered to plan participants. The successful candidate must be able to manage multiple projects with varying deadlines, has a strong understanding of retirement recordkeeping is highly preferred, knowledge of Microsoft Excel, Access and Word, as well as the ability to work collaboratively and communicate effectively with various departments to ensure that client deliverables are met.
What you have
Required Qualifications:
- Knowledge of Microsoft Office
- Extreme attention to detail while demonstrating situational awareness and delivering effective solutions
- Communicates effectively and professionally with experience collaborating across various departments
- Ability to multi-task in a deadline-driven environment coordinating activities of team members and fulfilling regulatory notices with little to no errors
Preferred Qualifications:
- Experience in Qualified Retirement Plan Administration with a focus in Regulatory Notice fulfillment and Participant Benefit Statements
- ASPPA designation
- Creative thought process focusing on continuous process improvement
- Ability to interpret client and participant needs
- Exceptional organizational and analytical skills
- Knowledge of the SRI recordkeeping system at a depth that allows for creativity in facilitating customer requests, researching issues, and challenges the traditional workflows or capabilities
- Experience fulfilling regulatory notices such as Participant Benefit Statement, Participant Fee and Fund Disclosures, QDIA, Safe Harbor, and Automatic Enrollment Notices.
- Knowledge of the DocuSign system
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