Retirement Plan Operations Specialist
Job Summary
To support a growing team, the full-time Retirement Plan Operations Specialist will manage client interactions to gather necessary information for annual reporting, review submitted documents for accuracy, and prepare required government filings, all while working remotely.
Key responsibilities
- Work with clients to obtain necessary information for preparing annual 401(k) reporting
- Review client-submitted documents for completeness and accuracy
- Prepare required government filings, including IRS Form 5500, using filing software
Required qualifications
- 1 to 5 years of back-office financial operations experience in benefits administration or compliance support
- Proficiency in Microsoft Excel, Word, and Outlook
- Direct retirement-plan operations experience, including 401(k) administration, is preferred
- Experience with document review and transaction processing as a daily responsibility
- Associate's or bachelor's degree in a related field or equivalent work experience is preferred
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 41,206 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
