Actuarial Analyst

Description :

Position Type : Regular

Your opportunity

At Schwab, youre 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.

Defined Benefit Services provides actuarial, administration, and participant services to clients whose objective is to provide an integrated retirement plan experience to their employees and a single-provider servicing solution for all their retirement programs. Schwab Retirement Plan Services, Inc. is a wholly owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services, Inc. provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans.

The Actuarial Analyst will be responsible for delivering day-to-day services supporting Schwabs qualified defined benefit (DB) plan clients. You will also be responsible for delivering customized solutions for special projects and leveraging technology to meet client needs which involves collaborating closely with other team members and frequent client interaction.

Your responsibilities will include but not be limited to :

Work with team members to deliver the annual actuarial services and special projects for assigned clients

Serve as day-to-day contact for clients

Process and analyze data and results

Draft customized client communications

Prepare annual government reporting

Support the set-up of work for new clients, including programming of software and establishing databases

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications :

Demonstrated aptitude for solving complex mathematical problems (e.g. Undergraduate degree in Actuarial Science, Math, Statistics, or related area, and successful completion of actuarial exams)

Ability to quickly learn broad range of skills, processes, and DB subject matter

Strong organizational skills, attention to detail and accuracy

Ability to think creatively and to continuously improve the delivery of services.

Strong oral and written communications skills

Commitment to achieving industry designations (e.g. Enrolled Actuary)

Ability to be a team player who is willing and able to contribute at all levels of service delivery

Preferred Qualifications :

Experience with defined benefit plan actuarial services and software

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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