Remote 401(k) Operations Specialist

Remote Jobs; Kansas City (KS); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company culture

Health coverage

401k match

Flexible remote work

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations role. You will learn to administer, test and report on 401(k) plans, reviewing client documents and preparing year-end filings. Through hands-on training, you’ll grow from document review to handling basic plan administration tasks and annual government filings.

We value ownership and accountability, with ESOP culture and ongoing training. Strong Excel skills and a background in business/finance support success in this role.

Qualifications

• Experience with document review and transaction processing in back-office roles.
• Experience in retirement plan operations is preferred.
• Associate or bachelor's in business/finance or equivalent work experience.

Responsibilities

• Review client documents for completeness and accuracy.
• Prepare annual plan reporting including 5500 and year-end filings.
• Assist with 401(k) testing and reporting in administration software.
• Educate clients on plan administration and progress updates.

Skills

Document review

Transaction processing

Reconciliation

Client communication

Excel proficiency

Education

Bachelor's degree in business or finance

Tools

Microsoft Excel

Job description

Guidant Financial offers a fully remote Retirement Plan Operations role. You will learn to administer, test and report on 401(k) plans, reviewing client documents and preparing year-end filings. Through hands-on training, you’ll grow from document review to handling basic plan administration tasks and annual government filings.

We value ownership and accountability, with ESOP culture and ongoing training. Strong Excel skills and a background in business/finance support success in this role.