Remote Retirement Plan Operations Specialist

Remote Jobs; American Fork (UT); A distancia; USD 30.000 - 39.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

ESOP

Health coverage

PTO & Holidays

Remote work

Career development

401k match

Inclusive culture

Descripción de la vacante

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn the full process of administering 401(k) plans, from document review to basic plan administration. You will review client documents, keep them updated, and help with year-end reporting including Form 5500.

The role emphasizes accelerated learning, hands-on practice, and growth within our ESOP-focused culture. Strong Excel skills and remote work readiness are required.

Formación

• Experience with document review and transaction processing in a back-office setting.
• 1–5 years in adjacent financial operations roles (benefits, wires, tax, or compliance).
• Familiarity with 401(k) or IRA administration and year-end reporting is preferred.

Responsabilidades

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use software to complete 401(k) testing and reporting.
• Make reminder calls and emails to clients during plan year reporting.
• Prepare IRS Form 5500 filings and educate clients on plan administration.

Conocimientos

Document review

Transaction processing

Back-office ops

Educación

Associate's or Bachelor's in business/finance

Herramientas

Excel

Word

Outlook

Descripción del empleo

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn the full process of administering 401(k) plans, from document review to basic plan administration. You will review client documents, keep them updated, and help with year-end reporting including Form 5500.

The role emphasizes accelerated learning, hands-on practice, and growth within our ESOP-focused culture. Strong Excel skills and remote work readiness are required.