A reputable financial services firm is seeking a Retirement Plan Specialist to help clients navigate the complexities of 401(k) plan administration. This fully remote position requires excellent communication skills, attention to detail, and proficiency in Microsoft Office. You will assist clients with their annual reporting and ensure compliance with government regulations. Join a company committed to employee growth, professional development, and competitive benefits, including wellness programs and flexible work arrangements.
Qualifications
Must be 18 years of age.
Proficient in Microsoft Office applications.
Basic knowledge of 401(k) plans is preferred.
Responsibilities
Work with clients to prepare annual reporting.
Review documents for completeness and accuracy.
Prepare 401(k) government filings.
Skills
Excellent verbal and written communication skills
Attention to detail
Customer service skills
Organizational skills
Collaboration skills
Math and analytical skills
Education
Associate's or bachelor's degree in a related field
Tools
Microsoft Excel
Microsoft Word
Microsoft Outlook
Job description
A reputable financial services firm is seeking a Retirement Plan Specialist to help clients navigate the complexities of 401(k) plan administration. This fully remote position requires excellent communication skills, attention to detail, and proficiency in Microsoft Office. You will assist clients with their annual reporting and ensure compliance with government regulations. Join a company committed to employee growth, professional development, and competitive benefits, including wellness programs and flexible work arrangements.