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Description Are you looking for an opportunity to use your organizational, analytical, and Microsoft Excel skills in a meaningful way? Join our team as a Retirement Plan Operations Specialist and support clients in managing their retirement plans while ensuring efficiency, compliance, and accuracy. About the Role: As a Retirement Plan Operations Specialist, you will be responsible for processing, analyzing, and reconciling client data for retirement plans such as 401(k)s, profit-sharing plans, SEP plans, and 403(b) plans. You will leverage your proficiency in Microsoft Excel and transferable skills such as problem-solving, attention to detail, and communication to ensure high-quality service delivery for both clients and internal teams. What You’ll Do: Your key responsibilities will include: Data Management and Plan Administration: Process client-provided census information and ensure accuracy in uploading data into internal systems. Utilize Microsoft Excel to create and manage gain/loss spreadsheets, asset reports, and compliance testing data. Assist with reconciling plan statements, plan assets, and year-end valuations. Compliance and Reporting: Prepare and deliver compliance documents, including 5500 filings, Summary Annual Reports (SARs), and necessary client notifications. Assist with testing for plan compliance, including ADP/ACP, coverage, top-heavy, and mid-year testing. Stay current on regulatory changes and industry updates to provide informed support to clients. Client Support and Issue Resolution: Resolve routine and non-routine client inquiries, providing exceptional customer service and technical support. Collaborate with internal teams to assist clients with plan amendments, terminations, and new plan setup. Special Projects and Coordination: Support plan conversions, data imports, and updates using Microsoft Excel and industry-specific platforms. Back up other team members during absences to ensure seamless operations. Participate in team training and knowledge sharing to grow skills and add value to client service Requirements What We’re Looking For: Technical Skills: Proficiency in Microsoft Excel, including functions such as formulas, pivot tables, and data analysis tools (required). Familiarity with other Microsoft Office tools and investment platforms is preferred. Transferable Skills: Strong attention to detail to ensure complex calculations and reports are error-free. Problem-solving mindset with the ability to troubleshoot issues and identify solutions independently. Effective communication skills to build relationships with clients and collaborate with internal teams. Organizational skills to manage multiple priorities in a fast-paced environment. Experience: 3-5 years of experience in retirement plan administration, compliance testing, or related fields. Knowledge of retirement plan regulations, tax laws, and procedures preferred but not required—training provided for the right candidate.

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