Remote 401(k) Operations Specialist

Guidant Financial; Charlotte (NC); Remote; USD 27,000 - 38,000; Full time

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from a home office. You will review documents, run testing, prepare filings, and communicate progress to clients as you grow in responsibilities and expertise.

The role emphasizes evolving knowledge, training, and support to help clients achieve compliant year-end reporting while working in a flexible, fully remote environment across select US states.

Qualifications

• Experience with document review and transaction processing in back-office finance.
• 1–5 years in adjacent financial operations (benefits, wires, claims, tax, loans or compliance).
• Proficient in Excel, Word and Outlook.
• Associate's or Bachelor's in business/finance or equivalent experience preferred.
• Knowledge of 401(k) or IRA administration, 5500 or year-end reporting preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans with rollovers and plan stock using Excel.
• Use administration software to complete 401(k) testing and reporting.
• Make reminder calls and send emails to clients during reporting.
• Prepare 401(k) filings including IRS Form 5500.
• Educate clients on plan administration.

Skills

Document review

Transaction processing

Analytical thinking

Communication

Education

Associate’s or bachelor’s degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from a home office. You will review documents, run testing, prepare filings, and communicate progress to clients as you grow in responsibilities and expertise.

The role emphasizes evolving knowledge, training, and support to help clients achieve compliant year-end reporting while working in a flexible, fully remote environment across select US states.