Remote 401(k) Operations Specialist

Remote Jobs; Tempe (AZ); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters

Our People are Vital to Our Success

Growing Together

Wellness at its Best

Flexible Work Arrangements

An Amazing Culture

Empowering Equity and Inclusion

Job summary

Guidant Financial offers a fully remote role for a Retirement Plan Operations Specialist. You will learn the full administration cycle of 401(k) plans, reviewing documents, preparing annual reporting, and communicating progress to clients throughout the plan year.

As you gain experience, you’ll work toward administering basic plans, understanding 5500-year-end reporting, and supporting clients with government filings while benefiting from a supportive ESOP-oriented culture."

Qualifications

• Experience with document review and transaction processing in back-office financial operations.
• Proficiency in Microsoft Office suite especially Excel, Word and Outlook.
• Direct retirement-plan operations experience including 401(k) administration and year-end reporting is preferred.
• Associate or bachelor’s degree in business/finance or equivalent work experience preferred.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting using the appropriate software.

Skills

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote role for a Retirement Plan Operations Specialist. You will learn the full administration cycle of 401(k) plans, reviewing documents, preparing annual reporting, and communicating progress to clients throughout the plan year.

As you gain experience, you’ll work toward administering basic plans, understanding 5500-year-end reporting, and supporting clients with government filings while benefiting from a supportive ESOP-oriented culture."