Remote 401(k) Plan Operations Specialist

Remote Jobs; Ogden (UT); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Remote work

Health coverage

401k match

PTO & holidays

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, keep clients updated, and help with year-end reporting and Form 5500 filings.

Training is accelerated, with growth from document review to plan administration. This remote role supports nationwide clients and contributes to our ESOP transition and long-term success.

Qualifications

• Experience with document review and transaction processing in a financial operations context.
• Familiar with reconciliation as part of daily responsibilities.
• Progress toward or possession of a degree in business or finance is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Perform plan reconciliations using Excel and admin software.
• Run 401(k) testing and reporting with admin tools.
• Make reminder calls and emails to clients during reporting.
• Prepare IRS Form 5500 and other filings.
• Educate clients on 401(k) plan administration.

Skills

Document review

Transaction processing

Reconciliation

Education

Associate's or Bachelor's degree in business or finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, keep clients updated, and help with year-end reporting and Form 5500 filings.

Training is accelerated, with growth from document review to plan administration. This remote role supports nationwide clients and contributes to our ESOP transition and long-term success.