Remote 401(k) Operations Specialist

Remote Jobs; Shreveport (LA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters (ESOP)

Wellness benefits

Flexible work arrangements

Training and career development

Accessible leadership

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from a fully remote position. You will review documents, assist with annual reporting, and help clients understand year-end filings including Form 5500.

You will gain accelerated training and hands-on experience, progressing from document review to administering basic plans, with support and accountability in a growing ESOP-focused company.

Qualifications

• Experience with document review and transaction processing.
• Proficiency in Excel, Word and Outlook required.
• Experience with 401(k) or IRA administration preferred.

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

Communication skills

Education

Bachelor's/Associate in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from a fully remote position. You will review documents, assist with annual reporting, and help clients understand year-end filings including Form 5500.

You will gain accelerated training and hands-on experience, progressing from document review to administering basic plans, with support and accountability in a growing ESOP-focused company.