Remote job · Business and finance
Retirement Plan Operations Specialist
In one line: Retirement Plan Operations Specialist is a remote role in the United States at a financial services firm supporting entrepreneurs.
- Remote (US)
- A financial services firm supporting entrepreneurs
- Posted 15 Oct 2026
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https://keywordise.com/mcpApply to Keywordise job 2lulll2667About the role
A remote role that starts with document review and grows into administering, testing and reporting on 401(k) plans for small business clients.
At a glance
- PayNot stated in the posting
- Remote scopeRemote, United States
- Posted15 Oct 2026
- Last checked18 Oct 2026
What you will do
- Collect the details needed from clients to prepare yearly reporting
- Check client submissions for completeness and accuracy
- Use spreadsheets and plan software to reconcile simple plans
- Run 401(k) tests and reports in the administration system
- Send reminder calls and emails to clients during year end reporting
- Prepare government filings such as the annual 5500 return and explain plan documents to clients
What they look for
- One to five years of back office financial operations experience
- Background in benefits administration or money movement processing
- Comfort with document review and transaction processing as daily tasks
- Ability to explain complicated subjects in plain language
Questions about this job
Can I do this job remotely, and from which countries?
Yes. The posting lists Retirement Plan Operations Specialist as a remote role for candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
The posting asks for: one to five years of back office financial operations experience; background in benefits administration or money movement processing; comfort with document review and transaction processing as daily tasks.
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