Remote 401(k) Operations Specialist

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

Benefits offered by this job

Ownership Matters: ESOP initiative

401k match benefits

3 weeks Paid Time Off

11 Paid Holidays

Health coverage

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn and administer 401(k) plans, review client documents, and support year-end reporting including Form 5500 filings.

The position emphasizes accelerated learning and hands-on experience in a remote-capable setup. Responsibilities include client communication, document review, and leveraging Excel and specialised software to ensure accurate reporting.

Qualifications

• Experience with document review and transaction processing in back-office operations.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) administration and 5500 reporting, is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting tasks.
• Prepare IRS Form 5500 filings using filing software.
• Educate clients on 401(k) plan administration.

Skills

Document review

Transaction processing

Excel

Customer service

Communication

Education

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

Tools

Excel

Administration software

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn and administer 401(k) plans, review client documents, and support year-end reporting including Form 5500 filings.

The position emphasizes accelerated learning and hands-on experience in a remote-capable setup. Responsibilities include client communication, document review, and leveraging Excel and specialised software to ensure accurate reporting.