Remote Retirement Plan Ops Specialist, 401(k) & ESOP Path

Guidant Financial; Baton Rouge (LA); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

401k match

3 weeks paid time off

11 paid holidays

Job summary

A leading financial services firm is looking for a Retirement Plan Specialist to manage 401(k) plans. The role is fully remote, requiring excellent communication and attention to detail. The ideal candidate will assist clients by reviewing documents and preparing government filings while ensuring compliance with applicable regulations. A degree in business or finance is preferred. This position offers the opportunity for professional growth and a supportive work environment.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive approach to problem solving.
• Ability to work in an autonomous environment as a self-directed worker.

Responsibilities

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

Skills

Verbal communication

Written communication

Attention to detail

Customer service

Organization

Collaboration

Mathematical skills

Analytical skills

Education

Associate’s or bachelor’s degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services firm is looking for a Retirement Plan Specialist to manage 401(k) plans. The role is fully remote, requiring excellent communication and attention to detail. The ideal candidate will assist clients by reviewing documents and preparing government filings while ensuring compliance with applicable regulations. A degree in business or finance is preferred. This position offers the opportunity for professional growth and a supportive work environment.