Remote 401(k) Plan Operations Specialist

Guidant Financial; Midwest City (OK); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

Paid Time Off

Flexible work arrangements

Job summary

A leading financial services company is seeking a Retirement Plan Specialist to facilitate 401(k) administration and reporting. This fully remote position involves reviewing client documents, preparing government filings, and maintaining client communications. The ideal candidate will have strong communication, analytical, and organization skills, as well as a related degree or equivalent experience. Join a company dedicated to empowering entrepreneurs and employees through inclusion, equity, and professional development opportunities.

Qualifications

• Must be 18 years of age.
• Must pass a background check.
• Ability to create an inclusive workplace.

Responsibilities

• Work with clients to prepare the annual reporting.
• Review client documents for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Verbal communication skills

Written communication skills

Attention to detail

Customer service

Organizational skills

Collaboration

Math skills

Analytical skills

Microsoft Excel proficiency

Microsoft Word proficiency

Microsoft Outlook proficiency

Education

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

Tools

Administration software

Filing software

Job description

A leading financial services company is seeking a Retirement Plan Specialist to facilitate 401(k) administration and reporting. This fully remote position involves reviewing client documents, preparing government filings, and maintaining client communications. The ideal candidate will have strong communication, analytical, and organization skills, as well as a related degree or equivalent experience. Join a company dedicated to empowering entrepreneurs and employees through inclusion, equity, and professional development opportunities.