Remote 401(k) Operations Specialist

Guidant Financial; North Carolina; Remote; USD 46,000 - 52,000; Full time

Benefits offered by this job

ESOP company

Health coverage

401(k) match

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You’ll learn and administer 401(k) plans, review documents, and prepare year-end filings like Form 5500, with accelerated training and ongoing support.

The position emphasizes client communication, accuracy, and adherence to IRS/DOL regulations while enabling work from your home office. Ideal candidates bring 1–5 years in back-office financial operations, familiarity with reconciliation, and proficiency

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 and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance/quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500/year-end reporting) is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in a related field such as 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 to prepare annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with 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 IRS Form 5500.
• Educate clients regarding the administration of their 401(k) plan and plan documents.

Skills

Document review

Transaction processing

Reconciliation

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You’ll learn and administer 401(k) plans, review documents, and prepare year-end filings like Form 5500, with accelerated training and ongoing support.

The position emphasizes client communication, accuracy, and adherence to IRS/DOL regulations while enabling work from your home office. Ideal candidates bring 1–5 years in back-office financial operations, familiarity with reconciliation, and proficiency