Remote Retirement Plan Operations Specialist

Guidant Financial; Austin (TX); Remote; USD 47,840; Full time

Benefits offered by this job

Health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Ongoing training and career development

Job summary

A reputable financial services company is looking for a Retirement Plan Specialist to work fully remotely. In this entry-level role, you'll assist clients with their 401(k) plans, ensuring accuracy and compliance. Ideal candidates are detail-oriented with strong communication skills. The position offers a competitive hourly wage of $23 and a supportive work environment with opportunities for advancement.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills required.
• Skills in customer service, organization, and collaboration essential.

Responsibilities

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

Skills

Excellent verbal and written communication skills

Meticulous 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 Excel

Microsoft Word

Microsoft Outlook

Job description

A reputable financial services company is looking for a Retirement Plan Specialist to work fully remotely. In this entry-level role, you'll assist clients with their 401(k) plans, ensuring accuracy and compliance. Ideal candidates are detail-oriented with strong communication skills. The position offers a competitive hourly wage of $23 and a supportive work environment with opportunities for advancement.