Remote 401(k) Operations Specialist

Remote Jobs; Roanoke (VA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership ESOP

Health & 401k match

Career development

Remote work

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn the full process of administering, testing, and reporting on 401(k) plans, progressing from document review to basic plan administration through formal training and hands-on experience.

You will review client documents, communicate progress, and assist with year-end government filings including Form 5500. Strong Excel/Office skills and knowledge of 401(k) regulations are preferred.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.

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.

Skills

Document review

Transaction processing

Education

Associate's or Bachelor's in business/finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn the full process of administering, testing, and reporting on 401(k) plans, progressing from document review to basic plan administration through formal training and hands-on experience.

You will review client documents, communicate progress, and assist with year-end government filings including Form 5500. Strong Excel/Office skills and knowledge of 401(k) regulations are preferred.