Remote Retirement Plan Specialist

Guidant Financial; Minneapolis (MN); Remote; USD 43,056 - 52,624; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

401(k) match

3 weeks Paid Time Off and 11 Paid Holidays

Job summary

Guidant Financial is seeking a Retirement Plan Specialist to work from home, focused on supporting clients in managing their 401(k) plans. This entry-level position offers extensive training and opportunities for growth within the company. You'll engage with clients to ensure compliance and accuracy in their retirement plans while embracing a culture of adaptability, connection, and excellence.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail with a proactive approach.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness.
• Prepare required 401(k) plan government filings.

Skills

Customer service

Organization

Collaboration

Analytical skills

Attention to detail

Communication skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

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