Remote 401(k) Plan Specialist - Entry Level

Guidant Financial; New Orleans (LA); Remote; USD 43,056 - 52,624; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off

Flexible Work Arrangements

Job summary

A financial services company is seeking a Retirement Plan Specialist for a fully remote role. The position involves reviewing client documents, administering 401(k) plans, and ensuring accurate annual reporting. Ideal candidates should possess strong communication skills and a degree in a related field. Competitive salary of $23 per hour, with comprehensive health coverage and growth opportunities.

Qualifications

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

Responsibilities

• Review documents submitted by clients for completeness.
• Utilize administration software for 401(k) testing.
• Prepare required government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Proactive problem solving

Collaboration skills

Education

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

Tools

Microsoft Excel

Filing software

Administration software

Job description

A financial services company is seeking a Retirement Plan Specialist for a fully remote role. The position involves reviewing client documents, administering 401(k) plans, and ensuring accurate annual reporting. Ideal candidates should possess strong communication skills and a degree in a related field. Competitive salary of $23 per hour, with comprehensive health coverage and growth opportunities.