Your opportunity

The goal of Plan Administration & Implementation 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, a Specialist within PAI is responsible for accurately executing high volume processing of complex disbursements and distributions, researching historical activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.

The Specialist is expected to manage volumes of disbursement and distribution requests while understanding the many operational processes within the group. Position responsibilities include queue oversight and processing, researching, and responding to internal partner requests, maintaining quality control and procedures, creating process improvements, and performing audit fulfillment to meet key deliverables while exceeding client and participant expectations.  Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. Crucial to success is the ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors.  The successful candidate must have superior analytical skills, processing experience/knowledge of SRI is preferred, extensive knowledge of Microsoft Excel, Access, and Word, as well as the ability to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.

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 Proficient in multi-taskingCommunicates effectively and professionally with various departmentsAdvanced knowledge of Microsoft Office

Preferred Qualifications:

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 capabilitiesIn-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 improvementAbility to interpret client and participant needsExceptional organizational and analytical skillsRetirement industry knowledge/ASPPA designationFamiliarity with IRS Form 1099-R/Banking logisticsCollege degree or equivalent work experience

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

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job