Remote 401(k) Plan Operations Specialist

Guidant Financial; Houston (TX); À distance; USD 44 100 - 53 900; Plein temps

Avantages offerts par ce poste

Comprehensive health coverage

401k match

Paid parental leave

3 weeks of Paid Time Off

Flexible work arrangements

Résumé du poste

A leading financial services company is seeking a Retirement Plan Specialist to join their fully remote team. In this role, you will assist clients with 401(k) plan administration and provide ongoing support. The position offers extensive training and the chance to make a genuine impact on clients' lives. Candidates should have strong communication skills, attention to detail, and proficiency in Excel. Join a culture that values growth and promotes from within while enjoying competitive benefits.

Qualifications

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

Responsabilités

• Work with clients to obtain necessary information for annual reporting.
• Review submitted documents for accuracy.
• Utilize administration software to complete 401(k) testing and reporting.
• Educate clients regarding their 401(k) plan administration.

Connaissances

Verbal communication

Written communication

Attention to detail

Customer service

Organizational skills

Analytical skills

Collaboration

Formation

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

Outils

Microsoft Excel

Microsoft Word

Microsoft Outlook

Description du poste

A leading financial services company is seeking a Retirement Plan Specialist to join their fully remote team. In this role, you will assist clients with 401(k) plan administration and provide ongoing support. The position offers extensive training and the chance to make a genuine impact on clients' lives. Candidates should have strong communication skills, attention to detail, and proficiency in Excel. Join a culture that values growth and promotes from within while enjoying competitive benefits.