Remote 401(k) Operations Specialist

Guidant Financial; Raleigh (NC); Teletrabalho; USD 44 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health coverage

Paid parental leave

401(k) match

3 weeks PTO + 11 holidays

Flexible work from home

Resumo da oferta

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and assisting with year-end filings such as the IRS 5500.

The position emphasizes accelerated training and growth within a collaborative ESOP-oriented culture. You will work with clients nationwide, performing document reviews, testing, reporting, and customer education while leveraging Excel and specialized

Qualificações

• Experience with document review and transaction processing.
• Strong communication and ability to educate clients.
• Familiarity with 401(k) plan administration and reporting is preferred.

Responsabilidades

• 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

Formação académica

Associate’s or bachelor’s degree in business or finance, or equivalent work experience

Ferramentas

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descrição da oferta de emprego

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and assisting with year-end filings such as the IRS 5500.

The position emphasizes accelerated training and growth within a collaborative ESOP-oriented culture. You will work with clients nationwide, performing document reviews, testing, reporting, and customer education while leveraging Excel and specialized