Remote 401(k) Plan Operations Specialist

Guidant Financial; Scottsdale (AZ); On-site; USD 55,689,480 - 79,315,320; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401(k) match

3 weeks of paid time off plus 11 paid holidays

Flexible work arrangements

Job summary

A leading firm in financial services is looking for a Retirement Plan Specialist to work remotely. In this role, you will assist clients with 401(k) plans, ensuring compliance with government regulations and helping clients understand their accounts. The position requires strong communication skills and attention to detail. The company offers a competitive hourly wage of $23.55 and excellent benefits, including comprehensive health coverage and training opportunities.

Qualifications

• Candidates must be at least 18 years old.
• Preferred candidates will have basic knowledge of 401(k) plan structure.
• Experience in an autonomous environment is beneficial.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication skills

Customer service skills

Proficiency in Microsoft Excel

Attention to detail

Analytical skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading firm in financial services is looking for a Retirement Plan Specialist to work remotely. In this role, you will assist clients with 401(k) plans, ensuring compliance with government regulations and helping clients understand their accounts. The position requires strong communication skills and attention to detail. The company offers a competitive hourly wage of $23.55 and excellent benefits, including comprehensive health coverage and training opportunities.