A financial services company is seeking a Retirement Plan Specialist to work remotely, helping clients navigate the complexities of 401(k) plans. This role involves document review, client communication, and preparation of government filings. Ideal candidates will have strong communication skills, attention to detail, and a relevant degree or equivalent experience. The position offers competitive pay and a supportive environment focused on continuous growth and development.
Qualifications
Must be 18 years of age.
Meticulous attention to detail and proactive approach to problem solving.
Basic knowledge of 401(k) plan structure and IRS regulations preferred.
Responsibilities
Work with clients to obtain necessary information for annual reporting.
Review documents submitted by clients for completeness and accuracy.
Prepare required 401(k) plan government filings using filing software.
Skills
Excellent verbal and written communication skills
Customer service skills
Organization skills
Proficiency in Microsoft Excel
Attention to detail
Education
Associate's or bachelor's degree in a related field (business, finance, etc.)
Tools
Microsoft Excel
Microsoft Word
Microsoft Outlook
Job description
A financial services company is seeking a Retirement Plan Specialist to work remotely, helping clients navigate the complexities of 401(k) plans. This role involves document review, client communication, and preparation of government filings. Ideal candidates will have strong communication skills, attention to detail, and a relevant degree or equivalent experience. The position offers competitive pay and a supportive environment focused on continuous growth and development.