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Retirement Plan Operations Specialist
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Job Description
- Req#: 10D6854A2D
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Comprehensive health coverage with a free premium option
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Flexible work arrangements allowing you to work from your home office
- Generous benefits package including paid parental leave, a 401k match, and 3 weeks of Paid Time Off plus 11 Paid Holidays
- Join an inclusive company culture that values employee voices and provides unwavering support
What to Expect (Job Responsibilities):
- Work with clients to gather necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Educate clients on the administration of their 401(k) plans and necessary government filings
What is Required (Qualifications):
- Must be at least 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and a proactive approach to problem-solving
- 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 in an autonomous environment as a self-directed worker
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Commitment to creating an inclusive workplace
#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #401kAdministrationAbout the company
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