Retirement Plan Operations Specialist

Freddie Mac; Houston (TX); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company seeks to fill an entry-level remote position responsible for client reporting and document management. Candidates will need excellent communication skills and attention to detail alongside proficiency in Microsoft Office. The role offers opportunities for growth, comprehensive benefits including health coverage, paid leave, and a generous 401k match.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Qualifications

• Must be 18 years of age.
• Proficiency in Microsoft Office.
• Excellent verbal and written communication skills.

Responsibilities

• Work with clients for annual reporting information.
• Review documents for completeness and accuracy.
• Prepare government filings like IRS Form 5500.

Skills

Communication

Attention to Detail

Problem Solving

Customer Service

Organization

Collaboration

Education

Associate's or bachelor's degree in a related field

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 and growth within the organization, with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your own home
- Comprehensive health coverage with a free premium option, paid parental leave, and a generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays to ensure work-life balance
- Join an inclusive work environment that values employee voices and provides unwavering support

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans with rollovers and plan stock using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Prepare required government filings, including IRS Form 5500, using filing software

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred

How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Ability to work autonomously in a self-directed environment
- Skills in customer service, organization, and collaboration

#FinancialServices #RemoteWork #CareerGrowth #401kPlans #InclusiveWorkplace

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