Remote 401(k) Operations Specialist

Guidant Financial; Jacksonville (FL); À distance; USD 44 000 - 54 000; Plein temps

Avantages offerts par ce poste

Health coverage

Parental leave

401k match

PTO

Holidays

Résumé du poste

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from your home office. You will learn the full 401(k) plan administration process, review documents, and assist with year-end reporting, including the 5500 filing.

The position emphasizes accelerated training, accountability, and growth within a growing ESOP-focused company. You’ll communicate with clients, perform plan testing, and use standard software to ensure

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred.

Responsabilités

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Connaissances

Document review

Reconciliation

Back-office operations

Formation

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

Outils

Microsoft Excel

Microsoft Word

Microsoft Outlook

Description du poste

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from your home office. You will learn the full 401(k) plan administration process, review documents, and assist with year-end reporting, including the 5500 filing.

The position emphasizes accelerated training, accountability, and growth within a growing ESOP-focused company. You’ll communicate with clients, perform plan testing, and use standard software to ensure