Remote Retirement Plan Operations Specialist

Remote Jobs; Tampa (FL); A distancia; USD 28.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

ESOP company

Career development

Health coverage

Paid parental leave

401k match

Paid holidays

Descripción de la vacante

Guidant Financial is offering a fully remote opportunity to join our Retirement Plan Operations team. In this role, you will learn the full process of administering, testing, and reporting on 401(k) plans, starting from document review and progressing to basic plan administration.

You will review client documents, keep customers updated, and assist with year-end reporting including the IRS Form 5500. The position emphasizes hands-on training, a path to more advanced roles, and a culture that

Formación

• Experience with document review and transaction processing.
• 1–5 years of adjacent back-office financial operations experience in one or more areas such as benefits administration, money movement, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, preferred.

Responsabilidades

• 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.

Conocimientos

Document review

Financial operations

Excel

Reconciliation

401(k) knowledge

Educación

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

Herramientas

Filing software

Administration software

Descripción del empleo

Guidant Financial is offering a fully remote opportunity to join our Retirement Plan Operations team. In this role, you will learn the full process of administering, testing, and reporting on 401(k) plans, starting from document review and progressing to basic plan administration.

You will review client documents, keep customers updated, and assist with year-end reporting including the IRS Form 5500. The position emphasizes hands-on training, a path to more advanced roles, and a culture that