Retirement Plan Operations Specialist

About Our Client:The organization operates within the financial services sector, focusing on empowering entrepreneurs and supporting small business growth. With over 23 years of experience, it has facilitated the distribution of $5 billion in funding, enabling the launch of more than 30,000 businesses and the creation of nearly 100,000 jobs. The company emphasizes employee ownership and accountability as part of its evolving structure. About the Opportunity:The RETIREMENT PLAN OPERATIONS SPECIALIST role is designed to support the administration, testing, and reporting of 401(k) plans. This position plays a crucial role in ensuring clients receive accurate and timely assistance with plan documentation and government filings. It contributes directly to client satisfaction by facilitating clear communication and efficient plan management. Responsibilities:Obtain necessary information from clients for annual reportingReview client-submitted documents for completeness and accuracyReconcile plans involving rollovers and plan stock using Excel and administration softwareUtilize software to complete 401(k) testing and reportingMake reminder calls and send emails to clients during the reporting processPrepare required government filings, including IRS Form 5500Educate clients on 401(k) plan administration and documentationShare knowledge and simplify complex topicsParticipate in training for Retirement Plan Administrator IPerform other duties as required Requirements:1 to 5 years experience in back-office financial operations such as benefits administration, money movement, insurance claims, tax processing, loan processing, or compliance supportProficiency with Microsoft Excel, Word, and OutlookPreferred experience with retirement plan operations, including 401(k) or IRA administration, testing, and reportingPreferred experience with reconciliation tasksAssociate’s or bachelor’s degree in business, finance, or related field, or equivalent experiencePreferred basic knowledge of 401(k) plan structures and relevant regulationsAbility to maintain a dedicated workspace and reliable high-speed internet for remote work Pay Range and Compensation Package:The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors. Benefits & Perks:Comprehensive health coverage, including a free premium optionPaid parental leaveGenerous 401(k) matchThree weeks of Paid Time Off plus eleven Paid HolidaysFlexible remote work arrangements with necessary equipment Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note:RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.