A reputable financial services company is seeking a Retirement Plan Specialist to assist clients in managing their 401(k) plans. This fully remote position requires strong communication skills, attention to detail, and the ability to work independently. Responsibilities include reviewing client documents, preparing government filings, and educating clients about their plans. Join a supportive team dedicated to empowering entrepreneurs and enjoy a competitive salary along with comprehensive benefits.
Qualifications
Must be 18 years of age.
Basic knowledge of 401(k) plan structure and regulations is preferred.
Ability to create an inclusive workplace.
Responsibilities
Work with clients to obtain necessary information for annual reporting.
Review documents for completeness and accuracy.
Prepare required 401(k) plan government filings.
Skills
Excellent verbal and written communication skills
Meticulous attention to detail
Customer service
Organization
Collaboration
Math and analytical skills
Education
Associate’s or bachelor’s degree in a related field (business, finance, etc.)
Tools
Microsoft Excel
Microsoft Word
Microsoft Outlook
Job description
A reputable financial services company is seeking a Retirement Plan Specialist to assist clients in managing their 401(k) plans. This fully remote position requires strong communication skills, attention to detail, and the ability to work independently. Responsibilities include reviewing client documents, preparing government filings, and educating clients about their plans. Join a supportive team dedicated to empowering entrepreneurs and enjoy a competitive salary along with comprehensive benefits.