Remote 401(k) Plan Operations Specialist

Guidant Financial; Enid (OK); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid Time Off and holidays

401(k) match

Ongoing training opportunities

Flexible work arrangements

Inclusive workplace culture

Job summary

A financial services company is seeking a Retirement Plan Specialist to assist clients with 401(k) plans while working remotely. This role involves document reviews, preparing government filings, and educating clients on plan administration. Candidates should excel in communication and possess a degree in a related field. The company offers a supportive culture with extensive training, competitive benefits, and a commitment to employee growth. Ideal for self-directed individuals looking to make a difference in the financial landscape.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive approach to problem solving.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations is preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting using administration software.
• Make reminder calls and send emails to clients.
• Prepare required 401(k) plan government filings.
• Educate clients regarding their 401(k) plan administration.

Skills

Verbal communication

Written communication

Attention to detail

Customer service

Organizational skills

Analytical skills

Self-direction

Collaboration

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services company is seeking a Retirement Plan Specialist to assist clients with 401(k) plans while working remotely. This role involves document reviews, preparing government filings, and educating clients on plan administration. Candidates should excel in communication and possess a degree in a related field. The company offers a supportive culture with extensive training, competitive benefits, and a commitment to employee growth. Ideal for self-directed individuals looking to make a difference in the financial landscape.