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Charles Schwab & Co., Inc

ERISA Compliance Associate - Military veterans preferred

Charles Schwab & Co., Inc - Austin, TX

\t\t Description: Austin - TX, AUSTINA, 12401 Research Blvd, 78759Christal Lynn Fortunato20180130-630We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clientrsquo;s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of lsquo;own your tomorrowrsquo; every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure the plans are operated in accordance with the Internal Revenue Code and ERISA, following IRS and DOL regulations and plan provisions.Our group is responsible for preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500s within the statutory timelines established by the code.nbsp; We also assist clients with preparation of allocations of employer contributions and specialized testing.nbsp; Our department partners closely with the Client Services department to assist with higher level client issues and to assist with external auditor requests.nbsp;What yoursquo;ll do:
Full responsibility for ADP/ACP and other required annual plan testing
Form 5500 preparation and responding to external auditor requests for a caseload of low to medium complexity plans.
The position will have direct contact with plan sponsors and their external auditors to add value and retain clients.nbsp;
Additional departmental project responsibilities are also included.nbsp;

What you have:
This is an entry level position.
Bachelorrsquo;s degree required.
The candidate must have a strong commitment to the highest level of client service, strong problem solving skills, strong verbal and written communication skills, knowledge of Microsoft excel, and the ability to meet stringent deadlines.nbsp;
Position requires thorough knowledge of the IRS amp; DOL Code and Regulations.nbsp;

What yoursquo;ll get:nbsp;
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.Charles Schwab amp; Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Retirement Services-6 yrs

Position Located In:
TX - Austin, OH - Richfield

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Retirement Services \t\t Activation Date: Thursday, February 8, 2018 \t\t Expiration Date: Thursday, March 1, 2018 \t\t Apply Here \t
See Job Description

11 days 7 hours ago

Charles Schwab & Co., Inc

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ERISA Compliance Associate - Military veterans preferred Charles Schwab & Co., Inc - Austin, TX, United States

   

Location: Austin, TX

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.