Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 per year
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the past three years
- Work remotely from the comfort of your own home
- Comprehensive health coverage, competitive salary, paid parental leave, 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 for annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with rollovers and plan stock using Excel and administration software
- Prepare required 401(k) plan government filings, including the IRS Form 5500
- 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 problem-solving approach
- 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 is preferred
- Ability to work in an autonomous environment and be a self-directed worker

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