Remote Jobs
Retirement Plan Operations Specialist
This job is now closed
Job Description
- Req#: B4BBE107F4
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the past three years
- Work remotely with a flexible schedule from your home office
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401(k) match
- Supportive and inclusive company culture that values employee voices and encourages participation
- Chance to make a meaningful impact on entrepreneurs' success and your own career
What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required government filings for 401(k) plans, including IRS Form 5500
- Educate clients about the administration of their 401(k) plans and related 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 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 in a remote environment
- Experience in customer service and collaboration
#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #401kAdministration
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
The best remote jobs for you
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.