401k Operations Specialist

Job Summary

A company is looking for a 401k Operations Specialist.

Key Responsibilities

• Oversee the preparation and execution of investment advisory agreements and manage client onboarding with recordkeepers
• Establish and maintain data feeds between recordkeepers and internal reporting systems while managing fee schedules and billing
• Act as a resource for advisors on 401k plan design and compliance, refining workflows and ensuring adherence to regulations

Required Qualifications

• 3-5+ years of operations or administration experience in the corporate 401k/Retirement Plan space
• Deep understanding of ERISA regulations and 401k plan structures
• Strong proficiency in Excel and experience with portfolio management or reporting software
• Ability to execute detailed administrative tasks with high accuracy and think strategically about process efficiency
• Experience working independently to resolve complex operational issues