Job ID: 0807-13853
Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
Schwab Retirement Plan Services, 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. 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.
Our goal/purpose is to offer our clients outstanding services and products to help achieve their participants' financial fitness in retirement. As a group we work to unburden our clients in automating procedures and processes to help reduce the clients' time needed to oversee daily administration of their plan.
Brief Description of Role:
The primary responsibility of the Document Specialist is managing the review and qualification process of Domestic Relations Orders for defined contribution plans. Commensurate with experience, additional assignment to preparation of legal plan documents is expected. Tasks include, but are not limited to:
• Prepare required notices and correspondence
• Maintain accurate entries within all databases
• Provide assistance to internal departments, participants, alternate payees and client counsel to resolve issues and answer questions
• Work through assigned cases in accordance with service level standards
• Draft legal plan documents such as Summary Plan Descriptions, Letters of Instruction and Plan Amendments
• Participate in project work and reports, as assigned
An experienced ERISA paralegal is preferred. Equivalent experience will be considered. The chosen candidate must have:
• Hands on experience preparing legal plan documents
• Expertise in QDRO rules and requirements of the review and qualification process
• 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 ERISA rules applicable to employee retirement plans
The Charles Schwab Corporation (NYSE: SCHW) has been a leader in financial services for more than three decades. Through advocacy and...