Remote 401(k) Plan Operations Specialist

Remote Jobs; Edmond (OK); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters (ESOP)

Wellness benefits

Career development

Paid time off

Job summary

Guidant Financial invites you to join our fully remote Retirement Plan Operations Specialist team. You will learn to administer and test 401(k) plans, review client documents, and keep clients informed through the year. Training progresses you from document review to basic plan administration.

You will engage in year-end reporting, including IRS Form 5500, while supporting clients nationwide. A strong background in financial operations helps you excel remotely.

Qualifications

• Experience with document review and transaction processing in financial operations.
• 1–5 years of adjacent back-office financial operations experience.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (preferred).
• Associate's or bachelor's degree in business/finance or equivalent.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting with software.
• Educate clients on 401(k) plan administration and year-end filings.

Skills

Document review

Transaction processing

Excel

Word

Outlook

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial invites you to join our fully remote Retirement Plan Operations Specialist team. You will learn to administer and test 401(k) plans, review client documents, and keep clients informed through the year. Training progresses you from document review to basic plan administration.

You will engage in year-end reporting, including IRS Form 5500, while supporting clients nationwide. A strong background in financial operations helps you excel remotely.