Implementation Manager - Retirement Plan Services

Documenting all milestones of the acquisition tasks. Coordinate and handle related activities of clients and internal and external business partners. Preparing acceptance letters which include wire/asset transfer responsibilities as needed. Setting up and reviewing plan setup on recordkeeping system (SRI) and RPM using plan documents. Communicating with Charles Schwab rust Bank on the receipt of assets and investing assets received from prior trustees. Reconciling plan assets to participant recordkeeping balances and trust statements. Processing contributions and loan repayments. Analyzing and leading historical data and reviewing various census and loan reports before sending out for client's review.

According to JobzMall, the average salary range for a Implementation Manager - Retirement Plan Services in 3000 Schwab Way, Westlake, TX 76262, USA is $82,000- $117,000. This salary range is based on the experience and qualifications of the individual, as well as the market demand for the position.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.