Remote 401(k) Plan Operations Specialist

Guidant Financial; Glendale (AZ); Remote; USD 26,765 - 38,119; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off plus 11 Paid Holidays

Flexible work arrangements

Ongoing training and career development

Job summary

A reputable financial services company is seeking a Retirement Plan Specialist to manage client documentation and assist with 401(k) plans. This fully remote position involves reviewing documents, preparing government filings, and educating clients on plan administration. Ideal candidates will possess strong communication skills and proficiency in Excel. Join a dynamic team where your efforts directly contribute to the success of entrepreneurs and the growth of small businesses. Enjoy competitive pay and the support of a collaborative work culture.

Qualifications

• Must be 18 years of age.
• Basic knowledge of 401(K) plan structure is preferred.
• Ability to work in an autonomous environment.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents submitted by clients for accuracy.
• Utilize administration software for 401(k) testing and reporting.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication

Meticulous attention to detail

Customer service skills

Organization

Collaboration

Adequate math and analytical skills

Proficiency in Microsoft Excel

Education

Associate's or bachelor's degree in related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A reputable financial services company is seeking a Retirement Plan Specialist to manage client documentation and assist with 401(k) plans. This fully remote position involves reviewing documents, preparing government filings, and educating clients on plan administration. Ideal candidates will possess strong communication skills and proficiency in Excel. Join a dynamic team where your efforts directly contribute to the success of entrepreneurs and the growth of small businesses. Enjoy competitive pay and the support of a collaborative work culture.