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Retirement Plan Operations Specialist
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Job Description
- Req#: 9F3A6341CF
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 per year
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your home
- Comprehensive health coverage, including a free premium option, along with paid parental leave and a generous 401(k) match
- 3 weeks of Paid Time Off plus 11 Paid Holidays to ensure work-life balance
- Join an inclusive work environment that values employee voices and fosters a supportive culture
What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for preparing annual reporting
- Review documents submitted by clients for completeness and accuracy
- Utilize administration software to complete 401(k) testing and reporting
- Prepare required 401(k) plan government filings, including the IRS Form 5500
- Educate clients regarding the administration of their 401(k) plan and documents
What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred
How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Ability to work autonomously in a remote environment
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Experience in educating clients on complex topics
#FinancialServices #RemoteWork #CareerGrowth #EmployeeWellbeing #Inclusivity
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