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 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).
The goal of Retirement Operations 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 Retirement Ops is responsible for providing oversight of various regulatory and conversion notice queues, creating and fulfilling participant regulatory notices, supporting conversion notices, and managing client document approvals via the DocuSign system.
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 detail to ensure the accuracy of communications being delivered to plan participants. The successful candidate must be able to manage multiple projects with varying deadlines, have 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 OfficeExtreme attention to detail while demonstrating situational awareness and delivering effective solutionsCommunicates effectively and professionally with experience collaborating across various departmentsAbility 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 StatementsASPPA designationCreative thought process focusing on continuous process improvementAbility to interpret client and participant needsExceptional organizational and analytical skillsKnowledge of the SRI recordkeeping system at a depth that allows for creativity in facilitating customer requests, researching issues, and challenges the traditional workflows or capabilitiesExperience 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 Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
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.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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