Remote Jobs
Retirement Plan Operations Specialist
This job is now closed
Job Description
- Req#: A5DF118772
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunities for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Fully remote work arrangement, allowing flexibility from your home office
- Comprehensive health coverage, including a free premium option, paid parental leave, and a generous 401k 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 offers ongoing training and development
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 for 401(k) testing and reporting
- Prepare government filings, including the IRS Form 5500, using filing software
What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Strong 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
- Skills in customer service, organization, and collaboration
- Ability to work autonomously in a remote environment
- Commitment to creating an inclusive workplace where everyone feels valued
#FinancialServices #RemoteWork #CareerDevelopment #401kPlans #InclusiveWorkplace
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