Retirement Plan Operations Specialist

Freddie Mac; Rochester (MN); Remote; USD 48,000; Full time

Job summary

Freddie Mac is seeking candidates for an exciting role in Financial Services with remote work opportunities. The position involves client interaction for annual reporting, document review for accuracy, and government compliance for 401(k) plans. The company fosters a supportive and inclusive environment, offering competitive benefits such as comprehensive health coverage, generous paid time off, and career advancement opportunities.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Qualifications

• Excellent verbal and written communication skills required.
• Proficiency in Microsoft Excel, Word, and Outlook preferred.
• Meticulous attention to detail and proactive problem-solving approach encouraged.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for completeness and accuracy.
• Prepare required government filings for 401(k) plans.

Skills

Communication skills

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, including a free premium option, competitive salary, paid parental leave, and a generous 401k match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect
- 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 to prepare annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) plan government filings, including the IRS Form 5500
- Educate clients regarding the administration of their 401(k) plan and documents

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

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

#FinancialServices #RemoteWork #CareerOpportunity #EmployeeGrowth #InclusiveCulture

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