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 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 Specialist within PAI is responsible for accurately e... more details
Specialist, Operations
Job LocationsUS-OH-Richfield
Requisition ID
2024-99998
Posted Date
22 hours ago(5/14/2024 10:48 AM)
Category
Operations
Salary Range
USD $45000.00 - $55000.00 / Year
Application deadline
5/17/2024
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 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 Specialist within PAI is responsible for accurately executing high volumes of incoming documents, researching activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.
This is an in-office position with only the possibility to work remote 1 day per week after training is complete.
The Specialist is expected to manage volumes of incoming checks and documents, validation of documents, and completion of other requests received from our internal partners. Position responsibilities include queue oversight, researching, and responding to internal partner requests, maintaining quality control and procedures, creating process improvements, and performing audit fulfillment to meet key deliverables while exceeding client and participant expectations. Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. Crucial to success is the 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 errors. The successful candidate must have superior analytical skills, good working knowledge of Microsoft Excel, Access and Word, as well as the ability to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.
What you have
Bachelors degree or equivalent work experience
Working knowledge of Microsoft Excel and Word
Exceptional organizational, analytical skills, and extremely detail oriented
Ability to show initiative while meeting multiple competing deadlines and be able to multi-task in a fast-paced environment with an entrepreneurial spirit
Ability to collaborate and communicate effectively and professionally with various departments
Working knowledge of Microsoft Office
Creative thought process focusing on continuous process improvement
Ability to interpret client and participant needs
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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.
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