Senior Retirement Plan Implementation Specialist

Charles Schwab Corporation; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunities

On-site work

Job summary

Charles Schwab Corporation is seeking an Implementation Specialist within the Plan Administration and Implementation team. You will drive high-quality execution of new business conversions and liaise with internal and external stakeholders to ensure smooth transitions.

Responsibilities include documenting milestones, coordinating fund setups, loading participant data, and preparing loans and vesting data for transfers. A collaborative, detail-oriented approach is essential.

Qualifications

• Bachelor's degree or equivalent experience required.
• 4+ years in financial services/record keeping with Defined Contribution Plan Services preferred.

Responsibilities

• Document project milestones regarding plan/participant data reviews in Excel.
• Set up funds for new conversion in coordination with CSTB, RIS and Asset Maintenance.
• Communicate with offshore on loading participant-level data and plan maintenance setup.
• Load and review census data for SOX notifications and open enrollment.
• Prepare loans, investment elections, vesting and tax data for participants transitioning to Schwab.
• Manage caseload using Work Request system for plan changes.

Skills

Interpersonal skills

Analytical skills

Problem solving

Organizational skills

Decision making

Conflict resolution

Education

Bachelor's degree or equivalent experience

QKA designation (preferred)

Tools

Excel

Job description

Charles Schwab Corporation is seeking an Implementation Specialist within the Plan Administration and Implementation team. You will drive high-quality execution of new business conversions and liaise with internal and external stakeholders to ensure smooth transitions.

Responsibilities include documenting milestones, coordinating fund setups, loading participant data, and preparing loans and vesting data for transfers. A collaborative, detail-oriented approach is essential.