Welcome page Returning Candidate? Log in Operations Distribution Specialist, Retirement Plan Services Job Locations US-TX-Austin | US-OH-Richfield Requisition ID 2025-108099 Posted Date 11 hours ago(2/26/2025 5:36 PM) Category Operations Salary Range USD $24.04 - $33.17 / Hour Application deadline 3/5/2025 Position Type Full time 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 the Distribution Specialist within PAI, you would be 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.

 

Responsibilities will include but not limited to:

Queue oversight and processing,Researching, and responding to internal partner requests,Maintaining quality control and procedures,Creating process improvements, andPerforming audit fulfillment to meet key deliverables while exceeding client and participant expectations.   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

Financial Services experience.Extreme attention to detailProficient in multi-taskingCommunicate effectively and professionally with various departmentsAdvanced knowledge of Microsoft OfficeCreative thought process focusing on continuous process improvementAbility to interpret client and participant needsExceptional organizational and analytical skillsCollege degree or equivalent work experience

 

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.Retirement industry knowledge/ASPPA designationFamiliarity with IRS Form 1099-R/Banking logistics 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