Remote 401(k) Operations Associate

Remote Jobs; Provo (UT); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters ESOP company

Career development opportunities

Flexible remote work

Health coverage & 401k match

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from a home office. You will learn end-to-end administration of 401(k) plans, review client documents, and support year-end filings including the IRS Form 5500.

You will progressively handle testing and reporting with dedicated training, leveraging Excel and specialized software while communicating with clients to keep them informed throughout the plan year.

Qualifications

• Experience with document review and transaction processing as daily responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Experience with retirement-plan operations (401(k) administration, recordkeeping, reporting) preferred.
• Experience with reconciliation preferred.

Responsibilities

• Work with clients to obtain information to prepare annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use filing software to prepare 401(k) government filings (IRS Form 5500).
• Educate clients on 401(k) plan administration and documents.
• Perform other duties as required.

Skills

Document review

Transaction processing

Back-office finance

Education

Associate's or Bachelor's degree in business/finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from a home office. You will learn end-to-end administration of 401(k) plans, review client documents, and support year-end filings including the IRS Form 5500.

You will progressively handle testing and reporting with dedicated training, leveraging Excel and specialized software while communicating with clients to keep them informed throughout the plan year.