This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Gather essential information from clients to facilitate the preparation of annual reports.

• Assess client-submitted documents to ensure they are complete and accurate.

• Utilize Excel and administration software to reconcile plans involving rollovers and plan stock.

• Execute 401(k) testing and reporting with the aid of administration software.

• Conduct reminder calls and send emails to clients throughout the plan-year reporting process.

• Prepare necessary 401(k) government filings, including IRS Form 5500, using filing software.

• Provide education to clients regarding 401(k) plan administration and related documents.

• Communicate complex topics clearly and simply, sharing your expertise.

• Deliver training on concepts for a Retirement Plan Administrator I role.

• Carry out additional responsibilities as required.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

• An Associate’s or Bachelor’s degree in a related field, such as business or finance, or equivalent professional experience is preferred.

• A designated workspace, such as a home office, is preferred.

• Reliable high-speed internet access is preferred.