Retirement Operations Specialist

Job Summary

A company is looking for a Retirement Operations Specialist.

Key Responsibilities

• Serve as a point of contact for fund adds and transfers, coordinating complex changes and ensuring documentation is accurate and timely
• Understand, calculate, and trade complex corrections while ensuring compliance with IRS, DOL, and ERISA regulations
• Identify and implement process improvements to enhance client experience and maintain written procedures

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business, or equivalent experience
• One or more years of experience in defined contribution plan administration or implementation
• Knowledge of retirement and recordkeeping systems
• Proficiency in Microsoft Excel, including formulas and pivot tables
• Ability to prioritize and manage multiple assignments effectively