Remote 401(k) Plan Operations Specialist

Guidant Financial; Sandy Springs (GA); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Paid time off and holidays

401k match

Flexible work arrangements

Ongoing training and development

Job summary

A thriving financial services company is seeking a detail-oriented Retirement Plan Specialist to work fully remote from home. In this role, you will assist clients in administering and reporting on 401(k) plans while ensuring compliance with regulations. Successful candidates will have strong communication skills and experience with Microsoft tools. This position offers competitive compensation, comprehensive benefits, and opportunities for career development.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive approach to problem solving.
• Skills in customer service, organization, and collaboration.
• Proficiency in using Microsoft Excel, Word, and Outlook.

Responsibilities

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

Skills

Verbal communication

Written communication

Attention to detail

Customer service

Organization

Collaboration

Math skills

Analytical skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A thriving financial services company is seeking a detail-oriented Retirement Plan Specialist to work fully remote from home. In this role, you will assist clients in administering and reporting on 401(k) plans while ensuring compliance with regulations. Successful candidates will have strong communication skills and experience with Microsoft tools. This position offers competitive compensation, comprehensive benefits, and opportunities for career development.