Remote Retirement Plan Operations Specialist

Guidant Financial; Sterling Heights (MI); Remote; USD 43,056 - 52,624; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Ongoing training and career development

Job summary

A financial services company is seeking a Retirement Plan Specialist for a fully remote position. Responsibilities include administering 401(k) plans, ensuring client compliance, and preparing necessary government filings. The ideal candidate should have strong communication skills, attention to detail, and proficiency in Excel. This is an entry-level position with a focus on customer service, offering flexible work arrangements and comprehensive benefits.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem solving.
• Proficiency in Microsoft Excel, Word, and Outlook is required.
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for completeness and accuracy.
• Prepare required 401(k) government filings, including IRS Form 5500.

Skills

Verbal communication skills

Written communication skills

Attention to detail

Customer service skills

Organization skills

Collaboration skills

Math skills

Analytical skills

Excel proficiency

Word proficiency

Outlook proficiency

Education

Associate's or Bachelor's Degree in a related field

Job description

A financial services company is seeking a Retirement Plan Specialist for a fully remote position. Responsibilities include administering 401(k) plans, ensuring client compliance, and preparing necessary government filings. The ideal candidate should have strong communication skills, attention to detail, and proficiency in Excel. This is an entry-level position with a focus on customer service, offering flexible work arrangements and comprehensive benefits.