Retirement Plan Operations Specialist

Freddie Mac; Salt Lake City (UT); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company is seeking a professional for 401(k) administration. This remote role involves gathering information from clients, reviewing documents for accuracy, and preparing necessary filings. The ideal candidate has a degree in a related field and strong communication skills. Enjoy a supportive work environment, opportunities for advancement, and attractive benefits, including health coverage and generous paid time off.

Benefits

Comprehensive health coverage

Competitive salary

Generous 401(k) match

3 weeks of Paid Time Off plus 11 Paid Holidays

Qualifications

• Proficiency in Microsoft Excel, Word, and Outlook is crucial.
• Excellent verbal and written communication skills required.
• Strong attention to detail and proactive problem-solving approach necessary.

Responsibilities

• Gather necessary information for annual reporting from clients.
• Review client-submitted documents for completeness and accuracy.
• Prepare required 401(k) plan government filings.

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 per year
- Opportunity for career advancement with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your own home
- Comprehensive health coverage, competitive salary, and generous 401(k) 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):
- Work with clients to gather necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) plan government filings, including IRS Form 5500
- Educate clients on the administration of their 401(k) plans and documents

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
- Proficiency in 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
- Ability to work autonomously in a self-directed manner
- Skills in customer service, organization, and collaboration

#FinancialServices #RemoteWork #CareerDevelopment #InclusiveWorkplace #401kAdministration

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