Retirement Plan Operations Specialist

Freddie Mac; Fort Worth (TX); Remote; USD 40,000 - 48,000; Full time

Job summary

A leading company in financial services is seeking candidates for a remote role that involves client collaboration and document management. This position provides ample opportunity for career advancement, with a competitive salary and comprehensive benefits including health coverage and generous PTO. Ideal candidates will possess excellent communication skills and attention to detail, with a preference for candidates holding a degree in a related field.

Benefits

Comprehensive health coverage

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Qualifications

• Must be 18 years of age.
• Proficiency in Microsoft Office tools including Excel, Word, and Outlook.
• Basic knowledge of 401(k) regulations is preferred.

Responsibilities

• Collaborate with clients for annual reporting.
• Review documents for completeness and accuracy.
• Prepare government filings including IRS Form 5500.

Skills

Communication

Attention to Detail

Problem-Solving

Customer Service

Organization

Collaboration

Education

Associate's or Bachelor's Degree in Business or Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your home office
- Comprehensive health coverage with a free premium option and generous 401k match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays
- Join an inclusive and supportive work environment that values employee voices

What to Expect (Job Responsibilities):
- Collaborate with clients to gather necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Complete 401(k) testing and reporting utilizing administration software
- Prepare required government filings, including IRS Form 5500

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Strong attention to detail and proactive problem-solving approach
- Skills in customer service, organization, and collaboration
- Proficiency in Microsoft Excel, Word, and Outlook

How to Stand Out (Preferred Qualifications):
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Ability to work autonomously in a remote environment

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kPlans

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