Remote 401(k) Operations Specialist

Remote Jobs; Lafayette (LA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

401k match

Paid time off

Flexible remote work

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn and participate in the full cycle of administering, testing, and reporting on 401(k) plans, beginning with document review and progressing to plan administration with year-end filings.

The role emphasizes fast learning, client communication, and accurate government reporting. Requirements include 1–5 years in back-office finance operations and strong Excel skills, with a path toward

Qualifications

• Experience with document review and transaction processing in a back-office setting.
• 1–5 years in retirement plan operations or related finance roles.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k)/IRA) preferred.

Responsibilities

• Interact with clients to gather information for annual reporting.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans using Excel and admin software.
• Use filing software to prepare 401(k) testing and reporting.
• Provide updates to clients during plan year reporting process.
• Prepare IRS Form 5500 and year-end government filings.
• Educate clients about 401(k) plan administration.

Skills

Document review

Back-office operations

Excel

Retirement plan knowledge

Customer service

Education

Associate's or Bachelor's in business or finance

Tools

Filing software

Administration software

CRM software

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn and participate in the full cycle of administering, testing, and reporting on 401(k) plans, beginning with document review and progressing to plan administration with year-end filings.

The role emphasizes fast learning, client communication, and accurate government reporting. Requirements include 1–5 years in back-office finance operations and strong Excel skills, with a path toward