Remote 401(k) Operations Specialist

Remote Jobs

Rochester (MN)

Remote

USD 32,000 - 34,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Ownership matters: ESOP journey

Comprehensive health coverage

3 weeks PTO + 11 holidays

401k match

Flexible remote work setup

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, advancing from document review to handling basic plans with accelerated training.

You will review client-submitted documents, keep clients updated, and assist with year-end reporting, including IRS Form 5500 filings. Background in back-office financial operations is valued.

Qualifications

Experience with document review and transaction processing in a back-office operation.
Proficiency with Microsoft Office (Excel, Word, Outlook) and basic filing software.
Knowledge of 401(k) plan administration, year-end reporting, and IRS/5500 reporting is preferred.

Responsibilities

Work with clients to obtain information to prepare annual reporting.
Review documents for completeness and accuracy.
Reconcile plans using Excel and administration software.
Perform 401(k) testing and reporting with filing software.
Communicate progress to clients via calls and emails.
Prepare IRS Form 5500 and other year-end filings.
Educate clients about 401(k) plan administration.

Skills

Attention to detail

Communication

Problem solving

Education

Associate's or Bachelor's degree

Tools

Excel

Word

Outlook

Filing software

Job description

You will review client-submitted documents, keep clients updated, and assist with year-end reporting, including IRS Form 5500 filings. Background in back-office financial operations is valued.

Get your free, confidential resume review.

or drag and drop your file here.