Remote 401(k) Plan Operations Specialist

Remote Jobs; Charlotte (NC); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters: ESOP journey

Ongoing training and career growth

Generous 401k match

Paid time off and holidays

Flexible remote work

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, focusing on learning to administer, test, and report on 401(k) plans. You will review documents, communicate progress to clients, and help with year-end reporting.

The role develops toward advanced plan administration while supporting compliance and client education. Requires experience in back-office operations, proficiency with Excel/Office, and a degree in business or finance.

Qualifications

• Experience with document review and transaction processing.
• 1 to 5 years of adjacent back-office financial operations.
• Proficiency with Excel, Word, and Outlook.
• Degree in business/finance or equivalent work experience preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting with software.
• Prepare IRS Form 5500 filings using filing software.
• Educate clients on 401(k) plan administration.
• Share knowledge and explain complex topics simply.
• Training on Retirement Plan Administrator concepts.
• Perform other duties as required.

Skills

Document review

Transaction processing

Client communication

Attention to detail

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, focusing on learning to administer, test, and report on 401(k) plans. You will review documents, communicate progress to clients, and help with year-end reporting.

The role develops toward advanced plan administration while supporting compliance and client education. Requires experience in back-office operations, proficiency with Excel/Office, and a degree in business or finance.