The position involves working as a Retirement Plan Operations Specialist in a fully remote setting, assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role requires working with clients to obtain necessary information, reviewing documents, and preparing required 401(k) plan government filings.
Requirements
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive approach to problem solving
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- 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
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations
Benefits
- Comprehensive health coverage (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible work arrangements
- An amazing culture
- Empowering equity and inclusion
