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 Retirement Plan Services Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.
The Implementation Senior Specialist will be responsible for the high-quality execution of all aspects of new business conversions and deconversions of existing business. Communicating and managing all internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed).
Day to day responsibilities include but are not limited to:
Documenting all milestones of the conversion in a timeline letterPreparing acceptance letters which include wire/asset transfer responsibilitiesSetting up and reviewing plan setup on recordkeeping system (SRI) and RPM using plan documentsCommunicating with Charles Schwab Trust Bank on asset transfers and investing assets received from prior trusteesReconciling plan assets to participant recordkeeping balances and trust statementsProcessing contributions and loan repayments,Loading historical data and reviewing various census and loan reports before sending out for client’s review.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:
Bachelor’s degree or equivalent experience4 + years’ experience in the financial services and/or record keeping industryStrong Excel skills.Excellent written and oral communication skillsStrong customer focus, including ability to think in terms of the customers perspective and expectationStrong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skillsAbility to multi-task among competing prioritiesAbility to become proficient in plan recordkeeping software within 6 months of hireWillingness to take the initiative when faced with a new or challenging situationPreferred Qualifications:
Experience with a concentration in Defined Contribution Plan ServicesQKA designationProficiency in plan administration and ERISA. 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 newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
Software Powered by iCIMS
www.icims.com