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$52k–$65k/yr
Full-time
bachelor degree
Bonus opportunities, Incentive opportunities
Posted 6d ago
Apply by Aug 7
~40 hrs/week
Responsibilities
The specialist is responsible for executing high-volume processing of complex retirement plan disbursements and distributions while ensuring compliance with ERISA regulations. They will also manage internal relationships, perform quality control, and drive process improvements to meet client deliverables.
Requirements
Candidates must possess advanced knowledge of Microsoft Office and demonstrate exceptional analytical and organizational skills. A background in retirement industry regulations and plan design is preferred, along with the ability to work effectively in a fast-paced, deadline-driven environment.
Full job description
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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 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.
The Specialist is expected to manage volumes of disbursement and distribution requests while understanding the many operational processes within the group. Position responsibilities include queue oversight and processing, 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, extensive 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.
NOTE: This position has a start date of Aug. 3rd, 2026.
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:
Extreme attention to detail
Proficient in multi-tasking
Communicates effectively and professionally with various departments
Advanced knowledge of Microsoft Office
Creative thought process focusing on continuous process improvement
Ability to interpret client and participant needs
Exceptional organizational and analytical skills
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Preferred Qualifications:
In-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 designation
Familiarity with IRS Form 1099-R/Banking logistics
College degree or equivalent work experience
Related keywords
401KRetirement Plan ServicesDefined ContributionERISADisbursementsDistributionsRecordkeepingComplianceMicrosoft ExcelMicrosoft AccessMicrosoft WordASPPAIRS Form 1099-RBanking logisticsProcess improvementQuality control
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
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