Remote 401(k) Operations Specialist

Guidant Financial; Saint Paul (MN); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters (ESOP)

Growth and training opportunities

Generous benefits and 401k match

Paid time off and holidays

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn the end-to-end process of administering 401(k) plans, reviewing client documents, and supporting year-end reporting including IRS Form 5500.

You will reconcile plans, run testing, and communicate progress to clients while expanding knowledge through hands-on training in a fast-growing ESOP-focused environment.

Qualifications

• Experience with document review and transaction processing as daily responsibilities.
• 1–5 years in back-office financial operations such as benefits administration, money movement, tax prep, loans or compliance.
• Proficiency with Microsoft Excel, Word and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA administration) preferred.
• Knowledge of 5500/year-end reporting and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to obtain information needed for annual reporting.
• Review documents for completeness and accuracy.
• Reconciling plans using Excel and administration software.
• Complete 401(k) testing and reporting with filing software.
• Educate clients on administration of their 401(k) plan and documents.

Skills

Document review

Financial operations experience

Communication skills

Attention to detail

Education

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

Tools

Excel

Word

Outlook

Filing software

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn the end-to-end process of administering 401(k) plans, reviewing client documents, and supporting year-end reporting including IRS Form 5500.

You will reconcile plans, run testing, and communicate progress to clients while expanding knowledge through hands-on training in a fast-growing ESOP-focused environment.