Remote 401(k) Operations Specialist

Remote Jobs; New Orleans (LA); Remote; USD 56,000 - 79,000; Full time

Benefits offered by this job

Ownership matters

Health coverage

Paid time off

401k match

Flexible remote work

Job summary

Guidant Financial offers a fully remote role focused on retirement plan operations. You will learn the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration.

You will review client documents, keep clients updated, and help with year-end reporting including Form 5500. We value proactive communication, accuracy, and a collaborative mindset as we support clients nationwide and pursue ESOP company milestones.

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, or compliance.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience including 401(k) or IRA administration, recordkeeping, and year-end reporting is preferred.

Responsibilities

• Work with clients to obtain information to prepare annual reporting.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans with rollovers and plan stock using Excel and admin software.
• Use administration software to complete 401(k) testing and reporting.
• Make reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) filings including IRS Form 5500.

Skills

Document review

Transaction processing

Education

Business/Finance degree

Tools

Microsoft Excel

Outlook

Job description

Guidant Financial offers a fully remote role focused on retirement plan operations. You will learn the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration.

You will review client documents, keep clients updated, and help with year-end reporting including Form 5500. We value proactive communication, accuracy, and a collaborative mindset as we support clients nationwide and pursue ESOP company milestones.