Senior Retirement Plan Implementation Lead

RiseMe; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Schwab is seeking an Implementation Specialist for the Plan Administration and Implementation team to ensure high-quality conversions of plan records. You will collaborate with internal Schwab groups, record keepers, sponsors, trustees and advisors to execute complex setup tasks.

Highlights include handling data loads, census reviews for SOX, and preparing loans, elections, vesting and tax data for transitioning participants, while maintaining strong client service throughout the conversion

Qualifications

• Bachelor’s degree or equivalent experience.
• 4+ years in financial services/record keeping with concentration in Defined Contribution Plan Services (a plus).
• QKA designation preferred.
• Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills.
• Willingness to take initiative when faced with new or challenging situations.
• Ability to lead and support new ideas.
• Proficiency in plan administration.
• Strong Excel skills.
• Excellent written and oral communication skills.
• Customer-focused with the ability to consider the customer perspective.
• Ability to multi-task among competing priorities.
• Familiarity with plan recordkeeping software within 6 months of hire.

Responsibilities

• Implementing and communicating with internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed).
• Documenting all project milestones regarding plan/participant data reviews in Excel format.
• Working with CSTB, RIS and Asset Maintenance on setup of funds for new conversion.
• Coordinating with offshore teams on loading participant-level data and plan maintenance setup.
• Loading and reviewing census data for SOX notifications and open enrollment.
• Preparing loans, investment elections, vesting and tax data for participants transitioning to Schwab.
• Managing caseload using Work Request system for plan changes.

Skills

Interpersonal skills

Analytical

Problem solving

Organizational skills

Decision making

Conflict resolution

Leadership

Communication

Education

Bachelor’s degree or equivalent experience

QKA designation (preferred)

Tools

Excel

Plan recordkeeping software

Job description

Schwab is seeking an Implementation Specialist for the Plan Administration and Implementation team to ensure high-quality conversions of plan records. You will collaborate with internal Schwab groups, record keepers, sponsors, trustees and advisors to execute complex setup tasks.

Highlights include handling data loads, census reviews for SOX, and preparing loans, elections, vesting and tax data for transitioning participants, while maintaining strong client service throughout the conversion