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Benefits offered by this job
Comprehensive health coverage
Paid parental leave
401(k) match
Job summary
A financial services company is seeking a Remote Retirement Plan Specialist to assist clients in managing 401(k) plans. This position includes document review, client education on plan administration, and preparing necessary government filings. Applicants must possess strong communication skills and a background in a related field. Offering a competitive salary, benefits including health coverage, and flexible work arrangements, this role aims to empower employees as part of a growing culture focused on accountability and inclusivity.
Qualifications
Must be 18 years of age.
Skills in organization and collaboration essential.
Basic knowledge of 401(k) regulations preferred.
Responsibilities
Work with clients to prepare annual reporting documents.
Review documents for completeness and accuracy.
Educate clients on 401(k) plan administration.
Skills
Excellent verbal and written communication skills
Attention to detail
Customer service
Proficient in Microsoft Excel
Education
Associate's or bachelor's degree in a related field
Tools
Microsoft Word
Microsoft Outlook
Job description
A financial services company is seeking a Remote Retirement Plan Specialist to assist clients in managing 401(k) plans. This position includes document review, client education on plan administration, and preparing necessary government filings. Applicants must possess strong communication skills and a background in a related field. Offering a competitive salary, benefits including health coverage, and flexible work arrangements, this role aims to empower employees as part of a growing culture focused on accountability and inclusivity.