Remote 401(k) Operations Specialist

Remote Jobs; Lynchburg (VA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters ESOP culture

Ongoing training and career growth

Generous 401k match and holidays

Job summary

Guidant Financial is a fully remote company hiring a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and use filing software for IRS Form 5500 filings.

The role includes accelerated training and progression within retirement plan operations. Ideal candidates have 1–5 years in back-office financial operations, strong Excel/Office skills, and familiarity with 401(k) plan administration.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support
• Proficiency in using Microsoft Excel, Word, and Outlook

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 401(k) plan documents
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Attention to detail

Communication

Organization

Education

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

Equivalent work experience

Tools

Excel

Word

Outlook

Job description

Guidant Financial is a fully remote company hiring a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and use filing software for IRS Form 5500 filings.

The role includes accelerated training and progression within retirement plan operations. Ideal candidates have 1–5 years in back-office financial operations, strong Excel/Office skills, and familiarity with 401(k) plan administration.