Remote 401(k) Operations Specialist

Guidant Financial; Orlando (FL); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health coverage with a free premium 옵션

Paid parental leave

401k match

3 weeks PTO

11 paid holidays

Remote work with equipment provided

Job summary

Guidant Financial offers a fully remote role in Retirement Plan Operations, empowering entrepreneurs nationwide through expert 401(k) administration and year-end reporting. You will review client documents, perform testing and filings, and educate clients on plan administration, all while benefiting from a flexible home-based setup.

The position emphasizes rapid learning, hands-on practice, and collaboration with a supportive team.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience
• Experience with document review and transaction processing
• Proficiency in using Microsoft Excel, Word, and Outlook
• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only 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 the IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Attention to detail

Organizational skills

Communication

Education

Associate’s or bachelor’s degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote role in Retirement Plan Operations, empowering entrepreneurs nationwide through expert 401(k) administration and year-end reporting. You will review client documents, perform testing and filings, and educate clients on plan administration, all while benefiting from a flexible home-based setup.

The position emphasizes rapid learning, hands-on practice, and collaboration with a supportive team.