Remote 401(k) Plan Operations Specialist

Guidant Financial; Remote; USD 49,000; Full time

Job summary

A reputable financial services company is seeking a Retirement Plan Specialist for a fully remote role. You will assist clients with the administration of their 401(k) plans and engage in comprehensive training to enhance your skills in financial services. Candidates should have strong communication skills, attention to detail, and knowledge of 401(k) structures is preferred. This position offers competitive pay, professional development, and the opportunity to empower entrepreneurs in their business journeys.

Benefits

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

Paid Time Off

Flexible work arrangements

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive approach to problem solving.
• Basic knowledge of 401(k) plan structure and IRS/DOL Regulations is preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Prepare required 401(k) plan government filings.

Skills

Verbal communication skills

Written communication skills

Attention to detail

Customer service skills

Organizational skills

Analytical skills

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Education

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

Job description

A reputable financial services company is seeking a Retirement Plan Specialist for a fully remote role. You will assist clients with the administration of their 401(k) plans and engage in comprehensive training to enhance your skills in financial services. Candidates should have strong communication skills, attention to detail, and knowledge of 401(k) structures is preferred. This position offers competitive pay, professional development, and the opportunity to empower entrepreneurs in their business journeys.