Remote Retirement Plan Operations Specialist

Guidant Financial; Twin Falls (ID); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Ownership through ESOP culture

Growth and training opportunities

Health benefits and 401k match

Paid time off and holidays

Remote work setup provided

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer and report on 401(k) plans, reviewing client submissions and communicating progress throughout the year.

You'll use Excel and specialized software to conduct testing and year-end reporting, while educating clients on plan administration. A background in back-office financial operations and 401(k) knowledge is preferred.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is 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 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.

Skills

Document review

Transaction processing

Back-office operations

Reconciliation

Excel

Word

Outlook

Education

Associate's degree

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer and report on 401(k) plans, reviewing client submissions and communicating progress throughout the year.

You'll use Excel and specialized software to conduct testing and year-end reporting, while educating clients on plan administration. A background in back-office financial operations and 401(k) knowledge is preferred.