Retirement Plan Operations Specialist

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

Job summary

Une entreprise leader dans les services financiers recherche un professionnel de l'administration des plans 401(k) pour soutenir les clients. Ce rôle offre une rémunération compétitive, une opportunité de travail à distance et favorise un environnement de travail inclusif. Êtes-vous prêt à avancer dans votre carrière tout en ayant un équilibre travail-vie sain?

Benefits

Couverture santé complète avec option de prime gratuite

Généralisation de 3 semaines de congés payés et 11 jours fériés

Possibilités d'avancement de carrière

Environnement de travail inclusif

Qualifications

• Doit avoir 18 ans ou plus.
• Excellentes compétences en communication verbale et écrite.
• Connaissance de la structure des plans 401(k) et régulations IRS/DOL est un plus.

Responsibilities

• Collaborer avec les clients pour collecter des informations nécessaires pour des rapports annuels.
• Préparer des dépôts gouvernementaux pour les plans 401(k), y compris le formulaire IRS 5500.
• Réconcilier des plans en utilisant Excel.

Skills

Communication

Attention to detail

Problem-solving

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

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 own home
- Comprehensive health coverage with a free premium option and generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays to promote work-life balance
- Inclusive work environment that values employee voices and provides support

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
- Prepare government filings for 401(k) plans, including IRS Form 5500
- Educate clients on the administration of their 401(k) plans and related documents

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving abilities
- 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 and create an inclusive workplace

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kAdministration

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