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Retirement Plan Operations Specialist
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Job Description
- Req#: 4ECE592BE4
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $23 per hour
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the past three years
- Fully remote position, allowing for flexibility in work arrangements
- Comprehensive health coverage with a free premium option, competitive salary, and generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays to encourage work-life balance
- Inclusive work environment that values employee voices and provides unwavering support
What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information to prepare the annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with only rollovers and plan stock using Excel and administration software
- Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan 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 approach to problem solving
- Proficiency in using Microsoft Excel, Word, and Outlook
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred
How to Stand Out (Preferred Qualifications):
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience
- Ability to work in an autonomous environment as a self-directed worker
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Ability to create an inclusive workplace where everyone feels a sense of belonging
#FinancialServices #RemoteWork #CareerOpportunity #401kAdministration #InclusiveWorkplace
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