Remote Retirement Plan Operations Specialist

Remote Jobs; Virginia Beach (VA); A distancia; USD 27.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Ownership Matters

Health coverage

Paid Time Off

Flexible work

401k match

Descripción de la vacante

Guidant Financial offers a fully remote Retirement Plan Operations Specialist position, enabling you to work from home while contributing to a rapidly growing ESOP-oriented company. You will learn to administer and test 401(k) plans, review client documents, and prepare year-end filings, including Form 5500, with accelerated training and practical experience.

You’ll support clients, reconcile plans, and use Excel-based tools; a background in back-office financial operations and familiarity with

Formación

• Experience with document review and transaction processing as daily responsibilities.
• 1–5 years of adjacent back-office financial operations experience in benefits administration, money movement, tax prep, or compliance, etc.

Responsabilidades

• 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.
• Utilize software to complete 401(k) testing and reporting.
• Make reminder calls and emails to clients during the plan year reporting process.
• Prepare 401(k) government filings, including IRS Form 5500.
• Educate clients regarding 401(k) plan administration.

Conocimientos

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Outlook

Educación

Bachelor's degree in business or finance

Herramientas

Excel

Word

Outlook

Descripción del empleo

Guidant Financial offers a fully remote Retirement Plan Operations Specialist position, enabling you to work from home while contributing to a rapidly growing ESOP-oriented company. You will learn to administer and test 401(k) plans, review client documents, and prepare year-end filings, including Form 5500, with accelerated training and practical experience.

You’ll support clients, reconcile plans, and use Excel-based tools; a background in back-office financial operations and familiarity with