Remote Jobs
Retirement Plan Operations Specialist
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Job Description
- Req#: 8E8A69D93E
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your home office
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401k match
- Supportive and inclusive work culture that values employee voices
- Ongoing training and development opportunities to expand your knowledge
What to Expect (Job Responsibilities):
- Collaborate with clients to gather necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) government filings, including IRS Form 5500
- Educate clients on the administration of their 401(k) plans and related documents
What is Required (Qualifications):
- Must be at least 18 years of age
- Excellent verbal and written communication skills
- Strong attention to detail and proactive problem-solving abilities
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field 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 and be self-directed
- Skills in customer service, organization, and collaboration
#FinancialServices #RemoteWork #CareerGrowth #EmployeeBenefits #InclusiveWorkplace
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