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Retirement Plan Specialist


Pay$23.00 / hour
LocationOrem/Utah
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 3D550F5218
      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 the comfort of your home
      - Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match
      - 3 weeks of Paid Time Off plus 11 Paid Holidays for work-life balance
      - Join an inclusive work environment that values employee voices and provides unwavering support

      What to Expect (Job Responsibilities):
      - Work with clients to obtain necessary information for annual reporting
      - Review documents submitted by clients for completeness and accuracy
      - Reconcile plans using Excel and administration software
      - Utilize administration software to complete 401(k) testing and reporting
      - Educate clients regarding the administration of their 401(k) plans and required government filings

      What is Required (Qualifications):
      - Must be 18 years of age
      - Excellent verbal and written communication skills
      - Meticulous attention to detail and proactive problem-solving skills
      - Proficiency in using 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
      - Skills in customer service, organization, and collaboration

      #FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kAdministration

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      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

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