Remote 401(k) Plan Operations Specialist

Guidant Financial; Johns Creek (GA); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

Three weeks of Paid Time Off

Flexible work arrangements

Job summary

A leading financial services company is looking for a Retirement Plan Specialist to work remotely from the comfort of your own home. You'll support clients in navigating their 401(k) plans and provide essential documentation and education. The role requires excellent communication, attention to detail, and organizational skills, with a preference for those with a degree in a related field. Guidant Financial offers a competitive wage, flexible work arrangements, and a culture that values employee engagement and growth.

Qualifications

• Must be 18 years of age.
• Proficient in using Microsoft Word and Outlook.
• Basic knowledge of 401(K) plan structure and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Utilize administration software for 401(k) testing.
• Educate clients on their 401(k) plan.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Analytical skills

Proficient in Microsoft Excel

Education

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

Tools

Microsoft Excel

Filing software

Job description

A leading financial services company is looking for a Retirement Plan Specialist to work remotely from the comfort of your own home. You'll support clients in navigating their 401(k) plans and provide essential documentation and education. The role requires excellent communication, attention to detail, and organizational skills, with a preference for those with a degree in a related field. Guidant Financial offers a competitive wage, flexible work arrangements, and a culture that values employee engagement and growth.