Remote 401(k) Plan Operations Specialist

Guidant Financial; Plano (TX); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

3 weeks Paid Time Off

Flexible work arrangements

Ongoing training and career development

Job summary

A reputable financial company is looking for a Retirement Plan Specialist to work remotely. You will assist clients in managing their 401(k) plans, ensuring compliance and accuracy in reporting. The ideal candidate must possess excellent communication skills and attention to detail. Responsibilities include client document review, software utilization for reporting, and preparation of government filings. This position offers a competitive hourly wage and a supportive work environment.

Qualifications

• Must be 18 years of age.
• Basic knowledge of 401(K) plan structure preferred.
• Ability to work in an autonomous environment.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness.
• Utilize administration software for 401(k) testing and reporting.
• Prepare required 401(k) plan government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem solving

Customer service skills

Collaboration

Math and 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 company is looking for a Retirement Plan Specialist to work remotely. You will assist clients in managing their 401(k) plans, ensuring compliance and accuracy in reporting. The ideal candidate must possess excellent communication skills and attention to detail. Responsibilities include client document review, software utilization for reporting, and preparation of government filings. This position offers a competitive hourly wage and a supportive work environment.