Remote 401(k) Plan Specialist — Grow & Learn

Guidant Financial; Phoenix (AZ); Remote; USD 26,139 - 37,229; 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

Supportive career development

Job summary

A financial services company is seeking a Retirement Plan Specialist to manage and administer 401(k) plans. This remote position involves reviewing client documents, preparing government filings, and utilizing administration software. Ideal candidates will have strong communication skills and an understanding of 401(k) structures. The role offers a competitive hourly wage and various employee benefits including health coverage and professional development opportunities.

Qualifications

• Must be 18 years of age.
• Proactive approach to problem solving required.
• Basic knowledge of 401(K) plan structure preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for accuracy.
• Utilize software for 401(k) testing.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Education

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

Tools

Microsoft Word

Microsoft Outlook

Job description

A financial services company is seeking a Retirement Plan Specialist to manage and administer 401(k) plans. This remote position involves reviewing client documents, preparing government filings, and utilizing administration software. Ideal candidates will have strong communication skills and an understanding of 401(k) structures. The role offers a competitive hourly wage and various employee benefits including health coverage and professional development opportunities.