Remote 401(k) Operations Specialist

Remote Jobs; Norman (OK); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Ownership matters and ESOP journey

Career development and training

Generous 401(k) match and health cover

Paid time off and holidays

Flexible remote work setup

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote position across select US states. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and guiding year-end filings, including Form 5500.

Role emphasizes accelerated training, proactive client updates, and moving from document review to basic plan administration. Strong Excel and communication skills are essential for success.

Qualifications

• Experience with document review and transaction processing in back-office finance.
• 1–5 years in adjacent financial operations such as benefits, wires, tax prep, or compliance.
• Proficiency with Excel, Word, and Outlook.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting via software.
• Prepare IRS Form 5500 and educate clients on plan administration.

Skills

Document review

Reconciliation

Excel

Education

Associate's or Bachelor's in business/finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote position across select US states. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and guiding year-end filings, including Form 5500.

Role emphasizes accelerated training, proactive client updates, and moving from document review to basic plan administration. Strong Excel and communication skills are essential for success.