Remote Retirement Plan Specialist - Entry Level

Guidant Financial; Mesa (AZ); Remote; USD 26,139 - 37,229; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off plus 11 Paid Holidays

Flexible Work Arrangements

Ongoing training and career development opportunities

Inclusive work environment

Job summary

A financial services company is seeking a Retirement Plan Specialist to support clients in administering 401(k) plans. This entry-level role offers comprehensive training and a fully remote environment. Ideal candidates will demonstrate strong communication skills and attention to detail. This role includes working with clients, reviewing documents, and preparing government filings. The position allows for career growth and includes benefits such as health coverage and paid time off.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive approach to problem solving.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations preferred.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Utilize administration software to complete 401(k) testing and reporting.
• Prepare required 401(k) plan government filings using filing software.
• Educate clients regarding the administration of their 401(k) plan.

Skills

Verbal communication skills

Written communication skills

Attention to detail

Customer service

Organization

Collaboration

Math skills

Analytical skills

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Education

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

Job description

A financial services company is seeking a Retirement Plan Specialist to support clients in administering 401(k) plans. This entry-level role offers comprehensive training and a fully remote environment. Ideal candidates will demonstrate strong communication skills and attention to detail. This role includes working with clients, reviewing documents, and preparing government filings. The position allows for career growth and includes benefits such as health coverage and paid time off.