Description

We are offering a long term contract employment opportunity for a Plan Review Contractor in the Financial Services industry. This role is based in San Mateo, California, and provides the flexibility of remote work. As a Plan Review Contractor, you will be primarily focused on reviewing 401k statements and migrating data into a new database, along with managing various other tasks. This is a part-time role with hours fluctuating around 10-20 hours per week. Some weeks may move into 40 hours. This is a 6-month contract with possible extension.

Responsibilities

• Scrutinizing standard 401k documents and identifying crucial data points

• Migrating data from 401k statements into a new database with high precision

• Utilizing Google Docs and a proprietary in-house database for data entry and document control tasks

• Managing a volume of 7-10 documents daily with a 24-hour turnaround on processing forms

• Assisting with reporting needs based on the data collected

• Communicating effectively via Slack or similar chat platforms

• Adapting to fluctuating work hours, preferably aligning with East Coast time

• Collaborating with the team to alleviate the workload of current employees

• Ensuring high attention to detail while handling complex documents

• Upholding remote work capabilities and ensuring efficient work-from-home environment management.

Requirements

• Mastery of data entry tasks is a key requirement for this position.

• Proficiency in document control is necessary.

• Familiarity with 401k - RRSP Administration is desired.

• Strong organizational skills and attention to detail are essential. Able to work with repetitive workloads.

• Ability to work in a fast-paced environment and meet tight deadlines.

• Excellent communication skills, both written and verbal, are required.

• A high degree of computer literacy, including proficiency in Microsoft Office Suite, is expected.

• Demonstrated ability to work independently as well as part of a team.

• A commitment to maintaining confidentiality and handling sensitive information with discretion is necessary.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

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