Remote 401(k) Plan Operations Specialist

Guidant Financial; Ogden (UT); Remote; USD 44.100 - 53.900; Vollzeit

Benefits dieser Stelle

Comprehensive health coverage

Competitive salary

Generous 401k match

Paid Time Off

Flexible work arrangements

Ongoing training and career development

Zusammenfassung

A leading financial services firm is seeking a Retirement Plan Specialist to administer 401(k) plans and assist clients with plan-related queries. You will review documents, ensure accuracy, and help clients navigate reporting requirements. Ideal candidates possess strong communication skills, attention to detail, and a related degree. This fully remote position offers competitive pay, a supportive work culture, and opportunities for professional growth.

Qualifikationen

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem solver.
• Proficiency in using Microsoft Excel, Word, and Outlook.

Aufgaben

• Work with clients to prepare annual reporting.
• Review client-submitted documents for accuracy.
• Utilize software for 401(k) testing and reporting.
• Educate clients about their 401(k) plan administration.

Kenntnisse

Communication skills

Attention to detail

Customer service

Organization

Analytical skills

Ausbildung

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Jobbeschreibung

A leading financial services firm is seeking a Retirement Plan Specialist to administer 401(k) plans and assist clients with plan-related queries. You will review documents, ensure accuracy, and help clients navigate reporting requirements. Ideal candidates possess strong communication skills, attention to detail, and a related degree. This fully remote position offers competitive pay, a supportive work culture, and opportunities for professional growth.