Remote 401(k) Plan Operations Specialist

Guidant Financial; Fremont (NE); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

Flexible work arrangements

Three weeks of Paid Time Off

Paid parental leave

Job summary

A financial services company is seeking a Retirement Plan Specialist to aid clients in managing their 401(k) plans. This fully remote role involves reviewing documentation, educating clients, and ensuring compliance with regulatory filings. Ideal candidates possess strong communication skills, attention to detail, and a related degree or equivalent experience. The company values employee empowerment and offers competitive benefits including health coverage and generous paid time off.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive problem-solving skills.
• Ability to work in an autonomous environment.

Responsibilities

• Prepare the annual reporting for 401(k) plans.
• Review client documents for completeness and accuracy.
• Educate clients on their 401(k) plan administration.

Skills

Excellent verbal and written communication skills

Customer service skills

Meticulous attention to detail

Proficient in Microsoft Excel

Education

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

Tools

Microsoft Excel

Filing software

Job description

A financial services company is seeking a Retirement Plan Specialist to aid clients in managing their 401(k) plans. This fully remote role involves reviewing documentation, educating clients, and ensuring compliance with regulatory filings. Ideal candidates possess strong communication skills, attention to detail, and a related degree or equivalent experience. The company values employee empowerment and offers competitive benefits including health coverage and generous paid time off.