Remote 401(k) Plan Operations Specialist

Guidant Financial; Atlanta (GA); Remote; USD 43,000 - 53,000; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

Flexible Work Arrangements

Ongoing training and career development opportunities

Job summary

A financial services company is seeking a Retirement Plan Specialist to manage 401(k) plans in a fully remote role. Responsibilities include reviewing documents, preparing government filings, and assisting clients throughout the reporting process. Ideal candidates will have strong communication skills and a collaborative mindset. This entry-level position offers competitive pay and comprehensive benefits.

Qualifications

• Must be 18 years of age.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations is preferred.
• Ability to work in an autonomous, self-directed environment.

Responsibilities

• Work with clients to obtain information needed to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Educate clients regarding the administration of their 401(k) plan and related documents.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem solving

Customer service skills

Organization skills

Collaboration skills

Math and analytical skills

Education

Associate's or bachelor's degree in a related field (business, finance, etc.)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services company is seeking a Retirement Plan Specialist to manage 401(k) plans in a fully remote role. Responsibilities include reviewing documents, preparing government filings, and assisting clients throughout the reporting process. Ideal candidates will have strong communication skills and a collaborative mindset. This entry-level position offers competitive pay and comprehensive benefits.