Remote Retirement Plan Operations Specialist

Guidant Financial; New Orleans (LA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Training & development

PTO + Holidays

Health benefits

Remote work

Job summary

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role designed for individuals who want to support entrepreneurs nationwide. You will learn the full process of administering, testing, and reporting on 401(k) plans while interacting with clients and using filing software.

A strong emphasis on accuracy, communication, and ongoing learning is evident throughout the role. Ideal candidates bring 1–5 years in back-office financial operations, proficiency with

Qualifications

• Experience with document review and transaction processing.
• 1–5 years in back-office financial ops related to retirement or tax processing.
• Proficiency in Microsoft Excel, Word and Outlook.
• Bachelor's or Associate degree in business/finance 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.
• Educate clients regarding the administration of their 401(k) plan.

Skills

Document Review

Transaction Processing

Reconciliation

401(k) Administration

Data Entry

Education

Associate's or Bachelor's degree in Business or Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role designed for individuals who want to support entrepreneurs nationwide. You will learn the full process of administering, testing, and reporting on 401(k) plans while interacting with clients and using filing software.

A strong emphasis on accuracy, communication, and ongoing learning is evident throughout the role. Ideal candidates bring 1–5 years in back-office financial operations, proficiency with