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
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