Remote 401(k) Operations Specialist

Remote Jobs; Jacksonville (FL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Ownership Matters (ESOP)

Wellness benefits

Flexible work from home

Paid time off and holidays

Career development opportunities

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs across the United States from home. You will review documents, assist with annual reporting, and help clients understand year-end filings like Form 5500, gaining rapid hands-on experience and a path toward advancement.

The position emphasizes training, accountability, and a collaborative ESOP-driven culture.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more areas such as benefits administration, money movement, tax prep processing, or compliance.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate's or bachelor's degree in a related field is preferred.
• Basic knowledge of 401(k) plan structure or IRS/DOL regulations is preferred.

Responsibilities

• 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 documents.
• Extra Tasks: Share knowledge and explain complex topics simply; training on Retirement Plan Administrator I; perform other duties as required.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Document review

Reconciliation

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs across the United States from home. You will review documents, assist with annual reporting, and help clients understand year-end filings like Form 5500, gaining rapid hands-on experience and a path toward advancement.

The position emphasizes training, accountability, and a collaborative ESOP-driven culture.