Remote Retirement Plan Operations Specialist

Guidant Financial; Oklahoma City (OK); On-site; USD 44,100 - 53,900; Full time

Benefits offered by this job

ESOP company ownership

Health coverage with a free premium

Generous 401k match

Paid time off + holidays

Flexible work arrangements

Career development opportunities

Supportive leadership

Job summary

Guidant Financial is hiring for a Retirement Plan Specialist in a fully remote role, with eligibility in select US states. The position pays $23.55 per hour, equating to about $49,000 annually, and requires strong Excel, 401(k) knowledge, and client communication skills.

You will learn to administer, test, and report on 401(k) plans, review client documents, and assist with year-end government filings while supporting an ESOP-oriented culture and ongoing training.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem solving.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred.
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred.
• Ability to work in an autonomous environment where you can be a self-directed worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen

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

Customer service

Organization

Collaboration

Verbal communication

Written communication

Education

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

Equivalent work experience

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring for a Retirement Plan Specialist in a fully remote role, with eligibility in select US states. The position pays $23.55 per hour, equating to about $49,000 annually, and requires strong Excel, 401(k) knowledge, and client communication skills.

You will learn to administer, test, and report on 401(k) plans, review client documents, and assist with year-end government filings while supporting an ESOP-oriented culture and ongoing training.