Charles Schwab | Documentation Specialist - Defined ...

**Your opportunity** At Schwab, youre 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. Schwab Retirement Plan Services, Inc. (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwabs combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Within SRPS, the Plan Administration team is responsible ensuring timely and accurate servicing for 1000+ plan sponsor clients and 1.3 million participants. The Document Services team is responsible for administering qualified defined contribution plans, providing document and consulting services for plans converting to SRPS and maintaining documents for clients who utilize an SRPS prepared pre-approved plan document. As a Document Specialist you will support the day to day maintenance of SRPS Preapproved Plan Documents and Client Services Agreements. Tasks include, but are not limited to: Draft legal documents including Plan Documents, Summary Plan Descriptions, Letters of Instruction, Administrative Policies, Plan and Services Agreement Amendments Assist in the conversion process by partnering with senior team members to map plan provisions to a Schwab document and create other conversion related documents. Assist internal partners, clients and client counsel to resolve issues and answer questions Work through assigned cases in accordance with service level standards Participate in project work, as assigned **What you have** 3-5 years experience in qualified plan administration Exceptional written communication skills Strong problem-solving skills Excellent organizational skills, dependable, efficient and able to work independently Proven ability to work in a team environment Ability to handle multiple projects and deadlines Aptitude to quickly learn a broad range of skills, processes and subject matter Creative thinking skills and a mindset of continuous improvement in service delivery Maintain a general working knowledge of IRS and ERISA rules applicable to employee retirement plans ASPPA Designations preferred but not required In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **Whats in it for you** At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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 plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance Whats in it for you: At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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 plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Created: 2024-11-26