Remote 401(k) Operations Specialist

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

Benefits offered by this job

Ownership matters

Flexible work from home

Generous 401k match

Paid time off & holidays

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role designed to train you in administering, testing, and reporting on 401(k) plans. You will review client documents, progress updates, and year-end filings, including Form 5500, through accelerated learning and hands-on practice.

The position emphasizes remote collaboration, Excel-based plan reconciliation, and ongoing education. Prior back-office finance experience plus a willingness to learn is ideal.

Qualifications

• Experience with document review and transaction processing in back-office operations.
• 1–5 years in benefits administration, money movement, or compliance support.
• Proficiency with Excel, Word and Outlook required.
• Experience with 401(k) or IRA administration is preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use software to complete 401(k) testing and reporting.
• Make reminder calls and send emails during plan year reporting.
• Prepare IRS Form 5500 filings and educate clients on plan administration.

Skills

Document review

Transaction processing

Attention to detail

Communication

Remote work adaptability

Education

Associate's or Bachelor's in business/finance

Equivalent work experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role designed to train you in administering, testing, and reporting on 401(k) plans. You will review client documents, progress updates, and year-end filings, including Form 5500, through accelerated learning and hands-on practice.

The position emphasizes remote collaboration, Excel-based plan reconciliation, and ongoing education. Prior back-office finance experience plus a willingness to learn is ideal.