Remote Retirement Plan Operations Specialist

Guidant Financial; Columbus (GA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP journey

Health benefits

Paid time off

Remote work

Professional development

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide. You will learn and administer 401(k) plans, review client documents, and communicate progress while preparing year-end filings like the Form 5500.

The position emphasizes accelerated learning, client education, and diligent follow-through. The company highlights ESOP aspirations, strong values, and flexible remote work with ongoing training and career growth

Qualifications

• Experience with document review and transaction processing in back-office operations.
• 1–5 years in adjacent financial operations roles such as benefits administration, money movement and wires, insurance claims processing, tax prep processing, loans or mortgage document processing, or compliance/quality-control support.
• Proficient in Microsoft Excel, Word, and Outlook.
• Experience with 401(k) or IRA administration, recordkeeping, distributions/rollovers, compliance testing or 5500/year-end reporting is preferred.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Skills

Document review

Transaction processing

Customer service

Analytical thinking

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide. You will learn and administer 401(k) plans, review client documents, and communicate progress while preparing year-end filings like the Form 5500.

The position emphasizes accelerated learning, client education, and diligent follow-through. The company highlights ESOP aspirations, strong values, and flexible remote work with ongoing training and career growth