What are the responsibilities and job description for the Senior Specialist, Document Services position at Charles Schwab?
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. Schwab Retirement Plan Services, Inc. (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s 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.
SRPS is responsible for ensuring timely and accurate servicing for 1000 plan sponsor clients and 1.3 million participants. The Document Services team is responsible for providing document and consulting services for plans converting to SRPS and maintaining documents for clients who utilize an SRPS prepared pre-approved plan document.
The Position Is For a Senior Specialist In Our Defined Contribution Compliance And Documentation Group. As a Senior Specialist You Will Support The Day-to-day Maintenance To Plan Related Documents, Service Agreements And Provide Consultative Support To Clients And Business Partners. Tasks Include, But Are Not Limited To
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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:
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. Schwab Retirement Plan Services, Inc. (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s 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.
SRPS is responsible for ensuring timely and accurate servicing for 1000 plan sponsor clients and 1.3 million participants. The Document Services team is responsible for providing document and consulting services for plans converting to SRPS and maintaining documents for clients who utilize an SRPS prepared pre-approved plan document.
The Position Is For a Senior Specialist In Our Defined Contribution Compliance And Documentation Group. As a Senior Specialist You Will Support The Day-to-day Maintenance To Plan Related Documents, Service Agreements And Provide Consultative Support To Clients And Business Partners. Tasks Include, But Are Not Limited To
- Draft legal documents including Pre-Approved Plan Documents, Plan Synopsis, Summary Plan Descriptions, Letters of Direction, Administrative Policies, Plan and Services Agreement Amendments
- Complete assigned cases in accordance with service level standards
- Participate in project work, as assigned
- Minimum 5-years’ experience in qualified retirement plan administration
- Exceptional written communication skills
- Strong problem-solving skills
- Excellent organizational skills, dependable, efficient and able to work independently
- Demonstrated effectiveness 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
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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
