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. Specifically, a Senior Specialist within PAI is responsible for providing oversight over 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. Your responsibilities would include responding to internal partner inquiries, maintaining quality control and procedures, creating process improvements, mitigating risk, training new employees, performing large dollar reviews, and streamlining workflows to meet key deliverables and exceed client expectations.  You will work collaboratively and communicate 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

5+ years of experience in Qualified Retirement Plan Administration.Experience working within the Schwab Retirement Information (SRI) recordkeeping system or similar system with a retirement services competitor.Experience working with participant directed distributions at a depth that allows for creativity in facilitating customer requests, researching system and operational issues, and challenges the traditional workflows or capabilities.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 errorsIn-depth knowledge of regulations and plan design which governs processes such as participant directed distributionsExtreme attention to detail while demonstrating situational awareness and delivering effective solutionsAbility to communicate effectively and professionally across various departmentsCreativity related to continuous process improvementAbility to interpret client and participant needsExceptional organizational and analytical skillsKnowledge of Microsoft Office 

Preferred Qualifications

American Society of Pension Professionals & Actuaries (ASPPA) designation
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