Remote 401(k) Plan Operations Specialist

Guidant Financial; Springfield (MO); Remote; USD 23,000 - 47,840; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Ongoing training and career development

Job summary

A financial services company is seeking a remote Retirement Plan Specialist to assist in administering 401(k) plans. You will review documents, keep clients updated, and educate them on the necessary filings. The ideal candidate should possess strong communication skills and proficiency in Microsoft Office tools, along with a degree in a related field. This is a full-time entry-level position with competitive benefits.

Qualifications

• Must be 18 years of age.
• Proficiency in Microsoft Excel, Word, and Outlook is preferred.
• Basic knowledge of 401(K) plan structure and IRS/DOL regulations is preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents submitted by clients for completeness.
• Utilize administration software to complete 401(k) testing.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem-solving

Customer service skills

Organizational skills

Collaboration skills

Math and analytical skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services company is seeking a remote Retirement Plan Specialist to assist in administering 401(k) plans. You will review documents, keep clients updated, and educate them on the necessary filings. The ideal candidate should possess strong communication skills and proficiency in Microsoft Office tools, along with a degree in a related field. This is a full-time entry-level position with competitive benefits.