Remote 401(k) Operations Specialist

Remote Jobs; Minneapolis (MN); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

Paid time off

Remote work

Career development

Job summary

Guidant Financial offers a fully remote role where you will learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and gain hands-on experience in retirement-plan operations from initial learning to more advanced tasks.

The position emphasizes accelerated training, ongoing education, and the chance to contribute to client success while developing your career in a growing ESOP-oriented company.

Qualifications

• Experience with document review and transaction processing.
• 1–5 years of adjacent back-office financial operations experience.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 reporting is preferred.
• Experience with reconciliation is preferred.
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting with administration software.
• Make outgoing reminders and emails to clients during the plan year."
• Prepare required 401(k) filings, including IRS Form 5500.
• Educate clients about 401(k) plan administration and documents.

Skills

Document review

Transaction processing

Reconciliation

Education

Degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial offers a fully remote role where you will learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and gain hands-on experience in retirement-plan operations from initial learning to more advanced tasks.

The position emphasizes accelerated training, ongoing education, and the chance to contribute to client success while developing your career in a growing ESOP-oriented company.