Remote Retirement Plan Operations Specialist

Guidant Financial; Florida; Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

401k match

Paid time off

Job summary

Guidant Financial, a leading provider of retirement plan solutions, offers a fully remote role where you will learn and administer 401(k) plans. You will review client documents, assist with annual reporting, and support government filings, including Form 5500.

This position emphasizes accuracy, client updates, and process improvement. You will work with experienced teams in a fast-growing company that values ownership, accountability, and ongoing training.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred.
• Proficiency in Microsoft Excel, Word, and Outlook; familiarity with 401(k) plans and reporting 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 using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Prepare required 401(k) plan government filings, including the IRS Form 5500.

Skills

Document review

Excel

Outlook

Attention to detail

Communication

Education

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

Tools

Filing software

Excel/Administration software

Job description

Guidant Financial, a leading provider of retirement plan solutions, offers a fully remote role where you will learn and administer 401(k) plans. You will review client documents, assist with annual reporting, and support government filings, including Form 5500.

This position emphasizes accuracy, client updates, and process improvement. You will work with experienced teams in a fast-growing company that values ownership, accountability, and ongoing training.