This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. The Retirement Plan Operations Specialist will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses and will work with clients to obtain necessary information to prepare the annual reporting, review documents submitted by clients for completeness and accuracy, and reconcile plans with only rollovers and plan stock using Excel and administration software.
Requirements
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive approach to problem solving
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- 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 preferred
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
- Ability to work in an autonomous environment where you can be a self-directed worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.
Benefits
- Comprehensive health coverage (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off
- 11 Paid Holidays
