Remote 401(k) Plan Operations Specialist

Guidant Financial; Lewiston (ID); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health coverage

Flexible work arrangements

Paid time off and holidays

Career development opportunities

401(k) match

Job summary

A leading financial services firm is looking for a Retirement Plan Specialist to support clients in managing 401(k) plans. This fully remote role requires excellent communication and problem-solving skills, attention to detail, and proficiency in Microsoft Office. Candidates should have an associate's or bachelor's degree in a related field or equivalent experience. The company provides comprehensive benefits and promotes a collaborative, inclusive work environment.

Qualifications

• Must be 18 years of age.
• Adept in problem-solving with attention to detail.
• Ability to work independently in a remote setting.

Responsibilities

• Assist clients in preparing annual reports for 401(k) plans.
• Review and ensure accuracy of submitted documents.
• Prepare required government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Organizational skills

Proficient in Microsoft Excel

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

A leading financial services firm is looking for a Retirement Plan Specialist to support clients in managing 401(k) plans. This fully remote role requires excellent communication and problem-solving skills, attention to detail, and proficiency in Microsoft Office. Candidates should have an associate's or bachelor's degree in a related field or equivalent experience. The company provides comprehensive benefits and promotes a collaborative, inclusive work environment.