Remote 401(k) Plan Operations Specialist

Remote Jobs; San Antonio (TX); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters

Growing together

Wellness benefits

Flexible WFH

Amazing culture

Equity and inclusion

Job summary

Guidant Financial offers a fully remote role empowering entrepreneurs across the United States. You will learn the full lifecycle of 401(k) plan administration, from document review to year-end reporting and IRS Form 5500 preparation.

Expect accelerated training, hands-on experience, and opportunities to contribute to a growing ESOP company while supporting clients’ retirement plans and compliance needs.

Qualifications

• Experience with document review and transaction processing in back-office finance.
• Proficiency with Microsoft Excel, Word and Outlook required.
• Associate's or bachelor's degree in business or finance, or equivalent work experience preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use software to complete 401(k) testing and reporting.
• Make reminder calls and send emails during plan-year reporting.

Skills

Document review

Transaction processing

Excel

Word

Outlook

Education

Associate's or Bachelor's in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote role empowering entrepreneurs across the United States. You will learn the full lifecycle of 401(k) plan administration, from document review to year-end reporting and IRS Form 5500 preparation.

Expect accelerated training, hands-on experience, and opportunities to contribute to a growing ESOP company while supporting clients’ retirement plans and compliance needs.