Remote Retirement Plan Operations Specialist

Remote Jobs; Lincoln (NE); A distancia; USD 27.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Ownership Matters ESOP

Flexible Work Arrangements

Comprehensive health coverage

401k match

Descripción de la vacante

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position in the United States. You will learn the end-to-end process of administering and testing 401(k) plans, reviewing client documents, and communicating progress.

Expect accelerated training and hands-on experience leading to increased responsibility. You will reconcile plans, prepare filings, and educate clients on plan administration while supporting a growing ESOP-oriented culture and a flexible WFH

Formación

• Experience with document review and transaction processing in back-office operations.
• Proficiency with Microsoft Excel, Word, and Outlook for daily tasks.
• Direct retirement-plan operations experience including 401(k) administration is preferred.

Responsabilidades

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Prepare 401(k) filings including IRS Form 5500.
• Educate clients on plan administration and year-end reporting.

Conocimientos

Document review

Transaction processing

Excel proficiency

Communication

Attention to detail

Educación

Associate's or bachelor's degree

Herramientas

Excel

Word

Outlook

Descripción del empleo

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position in the United States. You will learn the end-to-end process of administering and testing 401(k) plans, reviewing client documents, and communicating progress.

Expect accelerated training and hands-on experience leading to increased responsibility. You will reconcile plans, prepare filings, and educate clients on plan administration while supporting a growing ESOP-oriented culture and a flexible WFH