Remote Retirement Plan Transactions Specialist

Smart Ims; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Smart Ims is looking for a Retirement Services Processor to manage complex corrections in employer-sponsored retirement plans. This full-time role allows for remote work, requiring candidates to have a suitable home office and prior experience with 401(k) and similar plans.

The successful applicant will process transactions and ensure compliance with established procedures while maintaining confidentiality of sensitive information.

Candidates must possess at least 2-3 years of relevant experience and be proficient in Microsoft Excel. Strong attention to detail and organizational skills are essential.

Qualifications

• Minimum 2–3 years of recent retirement services experience required.
• Direct experience with employer-funded plans like 401(k), 403(b), and 457.
• Strong ability to handle corrections and complex processing.

Responsibilities

• Process routine retirement plan transactions accurately.
• Monitor incoming work queues to ensure timely completion.
• Provide routine retirement plan information to stakeholders.

Skills

Retirement Services Experience

Transaction Processing

Attention to Detail

Excel Proficiency

Education

High School Diploma or GED

Tools

Microsoft Office Suite

SSNC/Smartdesk Track

Job description

Smart Ims is looking for a Retirement Services Processor to manage complex corrections in employer-sponsored retirement plans. This full-time role allows for remote work, requiring candidates to have a suitable home office and prior experience with 401(k) and similar plans.

The successful applicant will process transactions and ensure compliance with established procedures while maintaining confidentiality of sensitive information.

Candidates must possess at least 2-3 years of relevant experience and be proficient in Microsoft Excel. Strong attention to detail and organizational skills are essential.