Remote Retirement Plan Operations Specialist

Remote Jobs; Salt Lake City (UT); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company culture

Comprehensive health coverage

3 weeks paid time off + 11 holidays

401k match

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and perform the full process of administering, testing, and reporting on 401(k) plans from document review to year-end reporting. You will review client submissions, keep clients updated, and handle government filings including Form 5500.

Join a team focused on growth, accountability, and ESOP aspirations, with accelerated training and opportunities to advance within retirement plan operations.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in basic back-office financial operations such as benefits administration, money movement and wires, or compliance.
• Direct retirement-plan operations experience including 401(k) or IRA administration and year-end 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; handle rollovers and stock.
• Utilize administration software to complete 401(k) testing and reporting.
• Make reminder calls and send emails during the plan year reporting process.

Skills

Attention to detail

Communication

Problem solving

Time management

Team collaboration

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and perform the full process of administering, testing, and reporting on 401(k) plans from document review to year-end reporting. You will review client submissions, keep clients updated, and handle government filings including Form 5500.

Join a team focused on growth, accountability, and ESOP aspirations, with accelerated training and opportunities to advance within retirement plan operations.