401k Operations Specialist - Remote

Overview

Savvy Wealth is transforming the wealth management industry by providing a digital-first solution that improves the client experience for financial advisors.

In Short

• Join a growing Operations team as a 401k Operations Specialist.
• Serve as the primary point of contact for all 401k-related operations.
• Oversee preparation and execution of investment advisory agreements.
• Coordinate client and advisor signatures for plan documents.
• Manage data feeds and billing for corporate accounts.
• Ensure compliance with ERISA, DOL, and IRS regulations.
• Refine internal workflows for 401k operations.
• 3–5+ years of experience required in 401k operations.
• Strong proficiency in Excel is a must.
• Competitive salary and benefits offered.

Requirements

• Experience in corporate 401k/Retirement Plan operations.
• Understanding of ERISA regulations and plan structures.
• Proficiency in Excel and reporting software.
• Ability to execute detailed administrative tasks accurately.
• Strong problem-solving skills and independence.
• Excellent communication skills.

Benefits

• Competitive salary and equity package.
• Unlimited PTO and paid company holidays.
• Comprehensive medical, dental, and vision plans.
• Company 401(k) and HSA/FSA plans.
• Office located in Manhattan, NYC.
• Lunch and snacks provided.
• Access to virtual mental health care and counseling services.