Remote job · Business and finance
Retirement Plan Operations Specialist
- Remote (US)
- A remote financial services company serving entrepreneurs
- Posted 15 Oct 2026
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Apply with Keywordise AIAbout the role
A fully remote operations role supporting the administration, testing and reporting of 401(k) plans. The specialist grows from document review into administering basic plans while keeping clients informed.
What you will do
- Gather needed information from clients to prepare annual reporting
- Check client-submitted documents for completeness and accuracy
- Complete 401(k) testing and reporting in administration software
- Prepare government filings such as IRS Form 5500 with filing software and explain plan administration to clients
What they look for
- One to five years of related back-office financial operations experience
- Background in areas such as benefits administration or money movement
- Ability to share knowledge and explain complex topics simply
How it works
- 1Upload your CVSign up with Google or your email and add your CV. It takes about a minute.
- 2We tailor your applicationKeywordise writes a CV and a cover letter for this job from your real experience.
- 3We apply for youYour application goes to the employer and you follow it in your dashboard.
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