401(k) Specialist

Kestra Financial Independent Advisor seeks a 401(k) Specialist to manage and administer 401(k) plans for clients, ensuring compliance and providing excellent service.

Requirements

• Bachelor's degree in finance, business, or a related field
• Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience
• Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
• Excellent communication and interpersonal skills
• Detail-oriented with strong analytical and problem-solving skills
• Proficient in Microsoft Office Suite and retirement plan recordkeeping systems
• Ability to work independently and manage multiple priorities effectively

Benefits

• Paid Holidays
• Paid Time Off
• Retirement plan with employer match