Remote 401(k) Plan Operations Specialist

Guidant Financial; Tulsa (OK); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

Paid parental leave

Three weeks of Paid Time Off

Flexible work arrangements

Job summary

A financial services company is looking for a Retirement Plan Specialist to manage 401(k) plans from a remote setting. The role involves reviewing documents and educating clients on their plans, requiring excellent communication and attention to detail. Candidates should have a relevant degree or equivalent experience. The company offers a supportive and flexible work environment with strong growth opportunities and comprehensive benefits, including health coverage and paid time off.

Qualifications

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

Responsibilities

• Work with clients to obtain necessary information for reporting.
• Review documents submitted by clients for accuracy.
• Utilize administration software for 401(k) testing and reporting.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Skills in customer service

Proficiency in Microsoft Excel

Education

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

Tools

Microsoft Excel

Administration software

Job description

A financial services company is looking for a Retirement Plan Specialist to manage 401(k) plans from a remote setting. The role involves reviewing documents and educating clients on their plans, requiring excellent communication and attention to detail. Candidates should have a relevant degree or equivalent experience. The company offers a supportive and flexible work environment with strong growth opportunities and comprehensive benefits, including health coverage and paid time off.