A financial services company is seeking a Retirement Plan Specialist for a fully remote position. The successful candidate will administer and test 401(k) plans, ensuring accuracy in reporting and compliance. The role requires strong communication skills and proficiency in Excel. The company offers a competitive salary of $23 per hour, excellent benefits including health coverage, and opportunities for career development.
Qualifications
Must pass a background check.
Must meet work-from-home requirements to qualify.
Complete continuing education based on current certifications.
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.
Utilize administration software for 401(k) testing and reporting.
Prepare required 401(k) plan government filings.
Skills
Excellent verbal and written communication skills
Meticulous attention to detail
Proactive problem solving
Customer service
Organization
Collaboration
Math and analytical skills
Proficiency in Microsoft Excel
Proficiency in Microsoft Word
Proficiency in Microsoft Outlook
Education
Associate's or bachelor's degree in a related field
Job description
A financial services company is seeking a Retirement Plan Specialist for a fully remote position. The successful candidate will administer and test 401(k) plans, ensuring accuracy in reporting and compliance. The role requires strong communication skills and proficiency in Excel. The company offers a competitive salary of $23 per hour, excellent benefits including health coverage, and opportunities for career development.