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Benefits offered by this job
Health coverage with a free premium option
Generous 401k match
3 weeks of paid time off
Flexible work arrangements
Ongoing training and development opportunities
Job summary
A financial services company is seeking a Retirement Plan Specialist who can work fully remote from the United States. The role involves assisting clients with their 401(k) plan administration, ensuring accurate reporting, and maintaining strong communication. Ideal candidates should possess excellent communication skills, attention to detail, and a relevant degree or experience. The position offers a competitive salary of $49,000 annually and comes with a strong benefits package including health coverage and paid time off.
Qualifications
Must be 18 years of age.
Ability to work autonomously and be a self-directed worker.
Basic understanding of 401(k) plan structure and IRS regulations preferred.
Responsibilities
Work with clients to prepare annual reporting.
Review documents for completeness and accuracy.
Utilize administration software for 401(k) testing and reporting.
Educate clients on 401(k) administration.
Skills
Excellent verbal and written communication skills
Meticulous attention to detail
Customer service skills
Organization
Collaboration
Math skills
Analytical skills
Proficiency in Microsoft Excel
Proficiency in Microsoft Word
Proficiency in Microsoft Outlook
Education
Associate’s or bachelor’s degree in business or finance
Job description
A financial services company is seeking a Retirement Plan Specialist who can work fully remote from the United States. The role involves assisting clients with their 401(k) plan administration, ensuring accurate reporting, and maintaining strong communication. Ideal candidates should possess excellent communication skills, attention to detail, and a relevant degree or experience. The position offers a competitive salary of $49,000 annually and comes with a strong benefits package including health coverage and paid time off.