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Retirement Plan Operations Specialist
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Job Description
- Req#: A106FBFE27
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 last three years
- Work remotely from your home office with flexible work arrangements
- Comprehensive health coverage with a free premium option, competitive salary, and a generous 401k match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays
- Join an inclusive work environment that values employee voices and encourages participation
What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information to prepare annual reporting for 401(k) plans
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) plan 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 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and a proactive approach to problem-solving
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) 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 with self-direction
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Experience in explaining complex topics in simple terms
#FinancialServices #RemoteWork #CareerDevelopment #InclusiveCulture #401kAdministration
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