Remote 401(k) Plan Operations Specialist

Guidant Financial; BLOOMINGTON (MN); Remote; USD 26,139 - 37,229; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

3 weeks of PTO

Paid parental leave

Flexible work arrangements

Job summary

A financial services firm is seeking a Retirement Plan Specialist to remotely oversee the administration and reporting of 401(k) plans. Key duties include reviewing client documents for accuracy, preparing government filings, and educating clients on plan administration. The ideal candidate will have strong communication skills and proficiency in Microsoft Office. This position offers competitive pay and a flexible work environment.

Qualifications

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

Responsibilities

• Work with clients to obtain necessary information.
• Review documents for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Skills in customer service

Proficiency in Microsoft Excel

Proactive problem-solving

Education

Associate's or bachelor's degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services firm is seeking a Retirement Plan Specialist to remotely oversee the administration and reporting of 401(k) plans. Key duties include reviewing client documents for accuracy, preparing government filings, and educating clients on plan administration. The ideal candidate will have strong communication skills and proficiency in Microsoft Office. This position offers competitive pay and a flexible work environment.