Remote Retirement Plan Operations Specialist

Remote Jobs; Topeka (KS); A distancia; USD 27.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Ownership Matters (ESOP)

Wellness and health coverage

Flexible working from home

3 weeks PTO + 11 holidays

Career development opportunities

Descripción de la vacante

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, you will quickly grow from document review to administering basic plans.

You will review client documents, proactively update clients on progress, and assist with year-end reporting and IRS Form 5500 filings. Strong Excel/Office skills and a background in back-office finance are valued.

Formación

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA administration, reporting, or testing) preferred.
• Associate's or bachelor's degree in business or finance preferred.
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations preferred.

Responsabilidades

• Obtain information to prepare the annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting.
• Educate clients regarding plan administration.

Conocimientos

Document review

Transaction processing

Reconciliation

Client communication

Remote work

Educación

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

Herramientas

Excel

Word

Outlook

Descripción del empleo

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, you will quickly grow from document review to administering basic plans.

You will review client documents, proactively update clients on progress, and assist with year-end reporting and IRS Form 5500 filings. Strong Excel/Office skills and a background in back-office finance are valued.