Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Work remotely from your designated workspace, providing flexibility and comfort
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401(k) match
- Enjoy 3 weeks of paid time off plus 11 paid holidays
- Join an inclusive work environment that values employee voices and encourages active participation

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information to prepare annual reporting for 401(k) plans
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) plan government filings, including the IRS Form 5500
- Educate clients regarding the administration of their 401(k) plans and documents

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive approach to problem-solving
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred

How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Ability to work in an autonomous environment as a self-directed worker
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Ability to create an inclusive workplace where everyone feels a sense of belonging

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