Remote Retirement Plan Operations Specialist

Guidant Financial; Columbia Township (MO); Remote; USD 49,000 - 56,000; Full time

Benefits offered by this job

ESOP aspirations

Health benefits

Paid time off & holidays

Flexible remote work

Strong company culture

Job summary

Guidant Financial, a fast-growing retirement-services company, seeks a Retirement Plan Operations Specialist working fully remotely for clients nationwide. You will learn to administer 401(k) plans, review client documents, and assist with year-end reporting including 5500 filings.

The role emphasizes accuracy, proactive communication, and structured training to advance in retirement plan administration. We value ownership, accountability, and collaborative problem-solving as we move toward

Qualifications

• Experience with document review and transaction processing in a back-office setting.
• 1–5 years in adjacent financial operations such as benefits administration, money movement, or compliance.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k)/IRA) preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Prepare required 401(k) government filings, including IRS Form 5500.

Skills

Document review

Back-office operations

Problem solving

Microsoft Excel

Education

Associate's or bachelor's degree in business or finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial, a fast-growing retirement-services company, seeks a Retirement Plan Operations Specialist working fully remotely for clients nationwide. You will learn to administer 401(k) plans, review client documents, and assist with year-end reporting including 5500 filings.

The role emphasizes accuracy, proactive communication, and structured training to advance in retirement plan administration. We value ownership, accountability, and collaborative problem-solving as we move toward