Join us as a Retirement Accounts Administration Specialist in a fully remote role! You'll empower clients by assisting them with their 401(k) plan administration and compliance needs.This position requires proactive engagement with clients to secure necessary information and ensure accurate reporting. Your duties will involve reviewing client documents, preparing required filings, and utilizing software to administer and test plans. Excellent communication will be key to guiding clients through the year-end reporting process and addressing their questions effectively.Key Responsibilities:• Collect information for annual 401(k) reporting• Ensure document accuracy and completeness• Perform reconciliations and accuracy checks• Conduct necessary 401(k) testing and reporting• Prepare IRS Form 5500 filing requirementsRequirements:• Minimum age of 18 required• Detail-oriented with strong communication skills• Knowledge of 401(k) structures and regulations is advantageous• Proficient in Microsoft Office suite• Degree in finance or related field preferredHelp clients achieve their retirement goals while gaining valuable experience in plan administration.#J-18808-Ljbffr
Retirement Accounts Administration Specialist
GUIDANT FINANCIAL
, nb, canada, , nb, canada
Published 27 days ago
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