Remote 401(k) Operations Specialist

Remote Jobs; Atlanta (GA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters: ESOP trajectory

Wellness benefits including health and

3 weeks PTO + 11 holidays

401(k) match

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the full process of administering, testing, and reporting 401(k) plans. You will review client documents, assist with year-end reporting, and communicate progress as you grow through hands-on training.

This remote role requires experience in back-office financial operations, strong Excel skills, and the ability to work from a dedicated home workspace.

Qualifications

• Experience with document review and transaction processing.
• 1 to 5 years of adjacent back-office financial operations experience (benefits administration, money movement, insurance claims, tax prep, loan or mortgage documents, compliance or QA).
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Direct retirement-plan operations experience preferred (401(k)/IRA administration, 5500 reporting).
• Experience with reconciliation is preferred.

Responsibilities

• Work with clients to obtain necessary 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) testing and reporting.
• Educate clients on 401(k) plan administration and documents.

Skills

Excel proficiency

Word processing

Outlook

Document review

Transaction processing

Reconciliation

Education

Associate's or bachelor's in business/finance

Tools

Filing software

Administration software

Excel

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the full process of administering, testing, and reporting 401(k) plans. You will review client documents, assist with year-end reporting, and communicate progress as you grow through hands-on training.

This remote role requires experience in back-office financial operations, strong Excel skills, and the ability to work from a dedicated home workspace.