Req#: 3D550F5218Employer 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
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