Remote 401(k) Operations Specialist

Guidant Financial; Raleigh (NC); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP culture

Health coverage

401k match

PTO & holidays

Remote work options

Company culture events

Job summary

Guidant Financial in the United States (remote) is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and help with IRS/Form 5500 filings while gaining hands-on experience.

This remote role emphasizes teamwork, accuracy, and growing into administration duties through structured training. Candidates should have 1–5 years in back-office financial ops, and proficiency with Excel, Word, and Outlook.

Qualifications

• Experience with document review and transaction processing
• Proficiency in using Microsoft Excel, Word, and Outlook
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations 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
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents

Skills

Document review

MS Office

Attention to detail

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial in the United States (remote) is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, assist with year-end reporting, and help with IRS/Form 5500 filings while gaining hands-on experience.

This remote role emphasizes teamwork, accuracy, and growing into administration duties through structured training. Candidates should have 1–5 years in back-office financial ops, and proficiency with Excel, Word, and Outlook.