Remote Retirement Plan Operations Specialist

Guidant Financial; Baton Rouge (LA); Remote; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health coverage

3 weeks PTO

11 Paid Holidays

Remote work

401k match

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote position. You will learn the full process of administering, testing, and reporting on 401(k) plans, reviewing client documents, and assisting with year-end government filings including the IRS Form 5500.

You will communicate with clients and gain practical experience through accelerated training. The role emphasizes ownership, accountability, and collaboration, with strong Excel and Office skills, and a

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in using Microsoft Excel, Word, and Outlook.

Responsibilities

• Review client documents for completeness and accuracy.
• Prepare annual reporting and IRS Form 5500 filings.
• Coordinate with clients to obtain information and provide status updates.
• Utilize Excel and administration software to perform 401(k) testing and reporting.

Skills

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

Business degree

Finance degree

Tools

Excel

Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote position. You will learn the full process of administering, testing, and reporting on 401(k) plans, reviewing client documents, and assisting with year-end government filings including the IRS Form 5500.

You will communicate with clients and gain practical experience through accelerated training. The role emphasizes ownership, accountability, and collaboration, with strong Excel and Office skills, and a