Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; Houma (LA); Remote; USD 44,550 - 54,450; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

401k match

3 weeks paid time off

Flexible work arrangements

Ongoing training and career development

Job summary

A leading financial services firm is seeking a Retirement Plan Specialist to work remotely from Louisiana. The role involves assisting clients in managing their 401(k) plans through detailed document review and reporting. Ideal candidates will possess strong communication skills, an attention to detail, and a background in finance or business. With a commitment to empowering small business growth, this position offers competitive pay and excellent remote work perks.

Qualifications

• Must be 18 years of age.
• Ability to work in an autonomous environment.
• Basic knowledge of 401(k) plan structure preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents for completeness and accuracy.
• Utilize administration software for 401(k) testing and reporting.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem solving

Customer service skills

Organizational skills

Collaboration

Math skills

Analytical skills

Education

Associate’s or bachelor’s degree in a related field (business, finance, etc.)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services firm is seeking a Retirement Plan Specialist to work remotely from Louisiana. The role involves assisting clients in managing their 401(k) plans through detailed document review and reporting. Ideal candidates will possess strong communication skills, an attention to detail, and a background in finance or business. With a commitment to empowering small business growth, this position offers competitive pay and excellent remote work perks.