Retirement Plan Operations Specialist

Freddie Mac; Raleigh (NC); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company is seeking a detail-oriented professional to support 401(k) plan administration. This role involves client interaction, document review, and preparation of government filings. Enjoy remote work flexibility, comprehensive health coverage, and opportunities for career advancement in an inclusive environment.

Benefits

Comprehensive Health Coverage

Paid Parental Leave

Generous 401k Match

3 Weeks Paid Time Off

11 Paid Holidays

Ongoing Training and Development

Qualifications

• Must be at least 18 years of age.
• Proficiency in Microsoft Office applications.

Responsibilities

• Prepare annual reporting for 401(k) plans.
• Review documents for completeness and accuracy.
• Prepare government filings using filing software.

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 home office
- Comprehensive health coverage, including a free premium option, along with paid parental leave and a generous 401k match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays
- Join an inclusive work environment that values employee voices and offers ongoing training and development

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information to prepare annual reporting for 401(k) plans
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required government filings, including the IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan and documents

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

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

#FinancialServices #RemoteWork #CareerGrowth #401kAdministration #InclusiveWorkplace

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