Remote 401(k) Operations Specialist

Remote Jobs; Omaha (NE); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters (ESOP plans)

Career development opportunities

Generous 401(k) match

Job summary

Guidant Financial seeks a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review documents, communicate progress to clients, and assist with year-end reporting including IRS Form 5500, gaining practical, hands-on experience.

Accelerated training and real-world responsibility lead your growth path. We value adaptability, accountability, and problem-solving as we guide plans through testing and reporting using our software tools.

Qualifications

• Experience with document review and transaction processing in back-office financial operations.
• Proficiency in Microsoft Excel, Word, and Outlook for day-to-day tasks.
• Preferred: 401(k) or IRA administration, reporting and compliance familiarity.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review client documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting with filing software.
• Communicate progress and educate clients on plan administration.

Skills

Document review

Transaction processing

Customer communication

Education

Associate's or bachelor's in business or finance

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial seeks a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review documents, communicate progress to clients, and assist with year-end reporting including IRS Form 5500, gaining practical, hands-on experience.

Accelerated training and real-world responsibility lead your growth path. We value adaptability, accountability, and problem-solving as we guide plans through testing and reporting using our software tools.