Remote 401(k) Plan Operations Specialist

Guidant Financial; Caldwell (ID); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

401k match

Flexible work arrangements

Ongoing training and development

Job summary

A leading financial services firm in the U.S. is seeking a Retirement Plan Specialist to work remotely. In this role, you will help clients with their 401(k) plans, ensuring accurate reporting and compliance with regulations. Ideal candidates must possess strong communication skills, attention to detail, and proficiency in Microsoft Excel. The company offers competitive pay, benefits including health coverage and paid time off, and an inclusive remote work environment.

Qualifications

• Proficient in using Microsoft Word and Outlook.
• Basic knowledge of 401(k) plan structure and IRS/DOL Regulations is a plus.
• Ability to work autonomously in a remote environment.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for completeness and accuracy.
• Utilize administration software for reporting and testing.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Organizational skills

Analytical skills

Proficiency in Microsoft Excel

Education

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

Tools

Microsoft Excel

Administration software

Job description

A leading financial services firm in the U.S. is seeking a Retirement Plan Specialist to work remotely. In this role, you will help clients with their 401(k) plans, ensuring accurate reporting and compliance with regulations. Ideal candidates must possess strong communication skills, attention to detail, and proficiency in Microsoft Excel. The company offers competitive pay, benefits including health coverage and paid time off, and an inclusive remote work environment.