Remote Retirement Plan Operations Specialist

Guidant Financial; Orlando (FL); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage

401k match

Paid time off

11 paid holidays

Remote work setup provided

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn end-to-end administration of 401(k) plans from home. You will review client documents, assist with year-end reporting, and prepare IRS Form 5500 filings using filing software.

The role emphasizes accuracy, client communication, and ongoing training as the company expands toward ESOP ownership. A background in back-office financial operations and Excel proficiency are preferred.

Qualifications

• Proficiency in Microsoft Excel, Word, and Outlook.
• Experience in back-office financial operations is preferred.
• Knowledge of 401(k) plan administration is a plus.

Responsibilities

• Work with clients to obtain information to prepare annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting with filing software.
• Educate clients about 401(k) plan administration.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

Associate’s or bachelor’s degree in business or finance

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn end-to-end administration of 401(k) plans from home. You will review client documents, assist with year-end reporting, and prepare IRS Form 5500 filings using filing software.

The role emphasizes accuracy, client communication, and ongoing training as the company expands toward ESOP ownership. A background in back-office financial operations and Excel proficiency are preferred.