Remote 401(k) Operations Specialist

Guidant Financial; Texas; Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health coverage (premium

Paid parental leave

3 weeks PTO + 11 paid holidays

401k match

Remote work equipment provided

ESOP ownership

Job summary

Guidant Financial, a leading retirement plan administrator, offers a fully remote role that lets you work from anywhere in the US. You will learn the full process of administering, testing and reporting 401(k) plans, advancing from document review to basic plan administration.

We value accuracy, proactive client communication, and ongoing training. Ideal candidates have 1–5 years in adjacent back-office finance roles and are proficient with Excel, Word, and Outlook.

Qualifications

• 1–5 years of adjacent back-office financial operations experience.
• Experience in benefits administration or money movement and wires.
• Experience with compliance or quality-control support.
• Proficiency with Microsoft Office suite (Excel, Word, Outlook).

Responsibilities

• Work with clients to obtain information to prepare the annual reporting.
• Review documents submitted for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Prepare required 401(k) plan government filings, including the IRS Form 5500.
• Educate clients regarding the administration of their 401(k) plan.

Skills

Document review

Transaction processing

Back-office operations

Financial operations

Attention to detail

Client communication

Education

Associate or Bachelor degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial, a leading retirement plan administrator, offers a fully remote role that lets you work from anywhere in the US. You will learn the full process of administering, testing and reporting 401(k) plans, advancing from document review to basic plan administration.

We value accuracy, proactive client communication, and ongoing training. Ideal candidates have 1–5 years in adjacent back-office finance roles and are proficient with Excel, Word, and Outlook.